Import balance sheet data by account and entity.

Balance sheet

  1. Use the top dropdown to set the forecast version. 
  2. Use the grid dropdown to set the entity.
  3. Enter new or revised financial information in the rows.

Or you have the option to use templates.

Export or import data

  1. To import balance sheet data,  select Export a template in the lower left.
    Fill the template as needed. Note where you save the file.
  2. Choose the file (either the one you just created, or a different file) to import.
  3. Use the dropdown to select the dimensions to map.
  4. Select Import.

Also see Page options.