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How do I select or mark checkboxes on forms while performing an Excel import?

Views: 2588 Created: 2014-07-10 15:13 Last Updated: 2017-12-14 15:33

SYMPTOM

I am trying to import W-2, 1099, and/or 1095 data into the website.  When using the Excel import utility, how can I mark the checkboxes on the forms without having to edit the form after import?

SOLUTION

To mark a checkbox on a W-2, 1099, and/or 1095 form when importing, the field must be contained in the Excel file.  The field must then be populated with specific codes.  These codes will tell the program whether to check the box or not to check the box.

The following codes can be used in an Excel file to mark checkboxes on forms when importing:

  • Y or N
  • Yes or No
  • 1 or 0 (zero)
  • T or F
  • True or False
  • X

APPLIES TO

  • Yearli Core
  • Yearli Performance