Import a Journal from a Spreadsheet
Go to Transactions.
Click Journals.
Click Journal.
Click Add Journal.
Select or enter the relevant information for the journal header (for example, date, period, description, and journal type as required).
Click Import Journal Lines.
Select the spreadsheet document you want to import.
The system imports any valid information contained within the document into the journal lines.
Review the imported lines and select or enter any other fields that need to be added or amended.
Once the journal is complete, click Submit to save it, or Submit and Add Another to save and start a new journal.
Journal Types That Support Import Journal Lines
You can use the Import Journal Lines function with the following journal types:
Journal.
Cash Book Journal.
Payroll Control.
Internal Transfer.
Inter-Company Journal.
Opening Balances.
📌Note: Please use this Journal Import Template.xlsx.