Common Software Functions \ Menu Bar \ Edit \ Paste from Excel by Header Name
Updated: 12/23/2021 03:48 PM
This action is used specifically when importing data from excel to the program. The order of the fields/headers does not matter with this process. The only thing that needs to be done is that the headers on the first line of your excel document must match the field/header text at the top of the grid in the program (see image below). As long as the names are matching, the data will be moved into the correct column in the program.
NOTE: The fields 'RecType' and 'FormType' should never be filled from excel! Filling these from excel can cause issues when trying to build your file for the IRS or cause the program to submit the wrong form to the IRS.
Testing this in the program is very simple. Every install of the program contains a sample excel spreadsheet that can be used to see this action occur. Please note that the W-2 Express program does not have this sample excel spreadsheet option but still does have the 'Paste from Excel by Header Name' option.