How do I Import Journals from CSV File?

Steps to Import Journals

1. Log in and access Ledger App from your universal navigation menu bar.
2. Click on “Import” button in the left navigation panel.
    
3. Before uploading your file, verify you didn't make any common errors.
4. Click on "New Import" button.
   
5. Click on "Browse “button and select "CSV" file from your computer and click on "Next" button.
   
6. "Map fields" appears, and it will show the mapped attributes with your spreadsheet columns. 
   
7. Once you are done with mapping click on "Verify & Import". 
8. A confirmation pop-up will open and click "Ok" button.
    
9. "Monitor your Imports" field appears, in which currently running imports will be found.
   
10. Finally, completed imports will show number of successful and failed records.
    

Related Links

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