• CCH ProSystem fx Engagement
• CCH ProSystem fx Workpaper Manager
• Microsoft Excel

• Importing from Quickbooks.
• Converting a PDF to Microsoft® Excel®

• Run the Text to Column function.  (Note: Microsoft® Excel® can only change one column at a time.)

1. Open Microsoft® Excel®,
2. Select the column or cells that are affected. 
3. Click on the Data ribbon.
4. Click Text to Column function.
5. Leave the defaults and click Finish.
6. Save and close the workbook.
7. Reopen the workbook.
8. Copy the data and use paste TB import. 

• If the above is still occurring with the balance columns only, try changing the formatting to Currency.

1. Open Microsoft® Excel®
2. Select the balance column(s).
3. Right-click and select Format Cells.
4. Click Currency.
5. Click OK.
6. Re-attempt to Copy the data and use paste TB import.

• Workaround the issue by manually removing the quotation marks with Notepad.

1. In Microsoft® Excel® Click File
2. Click Save As and cick Browse.
3. Save the file the Desktop.
4. Change the format from Excel Workbook to Text (Tab delimited).txt.
5. Close Microsoft® Excel®.
6. Open the (.txt) file in Notepad.
7. In Notepad click Edit menu.
8. Select Replace...
9. In "Find what" type in:  "
10. Leave "Replace with" blank (no spaces)
11. Click Replace All.
12. Save over the file in Notepad.
13. Open Excel and go to File >Browse.
14. Open the .txt file in Microsoft® Excel®.
15. Use the defaults settings when prompted to open the file.
16. Recopy the content and Paste TB Import into Engagement.

• For instructions on how to paste TB import, see our solution how do I import numbers into my CCH® ProSystem fx® Engagement or Workpaper Manager Trial Balance from a Microsoft® Excel® document?

• "Invalid data on clipboard" when using Paste TB import to import accounts from a Microsoft® Excel® file to a Trial Balance in CCH® ProSystem fx® Engagement or Workpaper Manager.

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