Upload CSV File

Upload a CSV file with journal entries, account names, and debit/credit amounts.

CSV files only
CSV Format Guidelines

Your CSV file should include the following columns:

  • 1 Journal No: Unique identifier for the journal entry
  • 2 Date: Transaction date (YYYY-MM-DD format)
  • 3 Account Name: Name of the account for the transaction
  • 4 Debits/Credits: Amount for debit or credit
  • 5 Description: Optional description of the transaction