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Export

Export Categories

You may find it valuable to export the categories listed in the system at any given time. These exports can work as a backup method to secure data, as well as shorten the amount of time it takes to do a mass edit. You can export the categories from
Administration > Export Categories
.
note
You must perform a separate export for the
Tax Return Mappings
 categories.
To export categories:
  1. Select
    Administration > Export Categories
    . The Export Categories dialog box opens.
note
When Exporting categories, you are asked two questions: Do you want to export Unit Component? and Do you want to export User Component information?. You can select
Yes
 or
No
 to either question.
There are typically many lines of data in the
#CUC#
 and
#CUNC#
 worksheets, and selecting Yes for either of these options can increase the size of the file and the time it takes to generate it.
  1. Type the filename and answer the export questions.
  2. Select
    EXPORT FILE
    .
  3. Select
    Jobs
     to
    Download
     and review the
    Log
     the file.

This article applies to:

  • PRODUCT: ONESOURCE Tax Provision