Draftworx Desktop: Importing the Consolidated Trial balance from Excel

This guide provides step-by-step instructions for importing a consolidated trial balance from Excel. When performing a consolidation without separate files for the Holding company and subsidiaries, this method is perfect. By following these straightforward steps, users can easily integrate their data, saving time and reducing the risk of errors in financial consolidation.

Updated at May 7th, 2025

 

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