- Open the Convert Import Formulas screen.
- In the Conversion File field, enter the full path for the conversion file or click
to browse to the conversion file. - Press Tab.Below the header, the Convert Import Formulas screen contains two grids:
- Available Import Formulas, which lists the import formulas that will not be included in the conversion file.
- Selected Import Formulas, which lists the import formulas that will be included in the conversion file.
- Do the following to filter the data in a column:
- Click the filter row in the column you want to filter.
- Click the icon on the left of the filter row to select the operator for the filter.
- Click
and select the filter criteria. - To clear filter criteria in a column, mouse over the filter row and click
.
- Do the following as needed to select import formulas to include in the conversion file.
- To move an import formula to the Selected Import Filters grid, select that tax authority and click Add.
- To move all import formulas to the Selected Import Filters grid, click Add All.
- To remove an import formula from the Selected Import Filters grid, select that tax authority and click Remove.
- To remove all import formulas from the Selected Import Filters grid, click Remove All.
- Click Convert Formulas.