Manual Journal Entry Import

When entering a journal entry manually, you have the option to use an import when there are multiple similar entries for the date. Be sure the multiple entries are for the same:

  • Date
  • Account
  • Branch

How to use the Import:

  1. Download and open the GL Entry Detail Template.xlsx
  2. Fill out each row of the template. Account and Branch columns are required.
  3. Save the file with a different name. 
  4. Click the button Import Detail pointed out in the picture above. 
  5. Click Select File and double-click on the file you saved in step 3.
  6. Click Upload.
  7. Enter the total Debits and Credits and any other fields as needed.
  8. Click Save in the top right.
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