Excel Add-in: Data Import Functions: Excel Add-In for Trial Balance Bridge

With the Excel Add-In, you can open an existing or new Microsoft Excel worksheet, map the data, and then import the mapped data to Trial Balance in the tax application.

Excel Add-in available for:

Trial Balance
Journal Entry
Tax Combination Code descriptions
MCC description

Excel Add-in not available for:

Property Code Descriptions

For more information on the add-in, also see the 2021 Trial Balance Bridge Guide.

Import/Export/data_import_15.htm/TY2021

Last Modified: 06/11/2020

Last System Build: 10/18/2022