Topics discussed in this section include importing categories, importing data using templates, bridging data from a trial balance extract, and transferring data using integration.

 

In My Datasets, you can import data using one or multiple worksheets for the following import options:

•My Dataset Import

•Spreadsheet Import

•Bridge Import

•ONESOURCE Income Tax

•ONESOURCE Estimated Payments

•ONESOURCE State Apportionment

 

In Data Entry, you can import your data using one or multiple worksheets.

•Data Entry Import

 

In Administration, you can import categories using one or multiple worksheets for the following import options:

•Category Import

 

To review the status of your import jobs, select Jobs in the navigation bar.

 

Dataset Import Options