Import subcategories for State A&A Workpapers
We recommend exporting a state workpaper (from the
Charts
, State A&A
, Categories
screen) to use as a template to make sure you have the correct type and category for the subcategories you want to add.In the exported spreadsheet, modify the type, category, and sub-category columns. All other columns will be ignored during the import process.
Sample file format
Type | Category | Subcategory | I mplied sign |
|---|---|---|---|
Property | Buildings | Name of user-defined category | 1 |
Payroll | Cost of operation | Name of user-defined subcategory | |
Sales | Miscellaneous | Name of user-defined subcategory | -1 |
Allocation | Other interest | Name of user-defined subcategory |
To import subcategories:
- Go toCharts,State A&A, and thenCategories.
- InState A&A Categories, select a year.
- SelectImport, and browse to your file.
- SelectImport.
