Topic: How to Import a Journal (CSV Import)

Index

How to Import a Journal (CSV Import)

CSV Layout: Header, Colum’s and Rows are very Important.

Steps:

a) Navigate to:

Home > Accounting > Accounts > Journals

b) Select the Add button.

c) Select the File Upload Details button.

d) Browse to the applicable CSV File with the correct Layout.

e) Select the Upload button.

f) Complete the Journal Dates, Reference, and Remarks.

g) Delete the empty line.

h) Check the Journal Totals.

i) Select Save or Process button (