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Open an Excel export or bring a spreadsheet into the program

Exports are 16-sheet snapshots, including monthly and quarterly cash. Customer and price lists can be imported; other spreadsheets are not.

Steps

  1. Choose Reports & exports → Export Excel workbook to save a snapshot of the current workspace.
  2. Open the XLSX file in an Excel-compatible spreadsheet application if you need to view or edit the export.
  3. Exported calculation results are values at the time of export. Changing them in a spreadsheet will not update the desktop program.
  4. To bring in a customer list or price list, use Tools → Getting started → Import a list and choose an Excel or CSV file. Other spreadsheets, including an edited export, are not imported.
  5. Use a ClearDesk IQ backup file when you need to restore or transfer the complete workspace.

Check that it worked

The workbook contains the expected record sheets and current result values.

Still stuck?

If an exported workbook fails to open in a compatible reader, report the application version and reader name to product support.

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