Quick Guides
Importing from Excel
If your client is using an accounting program (or version) not listed under Accounting Software or if you wish to have more control over the actual import, select the Excel File option under the import menu. Most accounting programs are able to export data directly to an Excel spreadsheet. 
There are several advantages to viewing the data in a spreadsheet before importing:
You may wish to break the data into separate spreadsheets in order to import sections (usually divisions or subsidiaries) to different entities within a CaseWare file using the consolidation function.