CPAs often have to produce recurring reports, such as quarterly balance sheets, from datasets, such as trial balances. The process can be tedious and prone to error, but an Excel technique called ...

Highlight the data file and then click "Import" to map the data directly to the spreadsheet under the table information, recreating the XML table within your Excel spreadsheet.

If your Excel sheet's first row contains column headers, type "2." Click the drop-down box labeled "Choose file mapping:" and select " " to open the Mappings dialog box.