Journal Entry Bulk Upload
We are excited to announce the new Journal Entry Bulk Upload feature, now available directly on the Journal Entry landing page!
🔊Feature Overview:
This update enhances the discoverability, usability, and reliability of bulk uploads, supports QuickBooks (QB) Excel format, and improves error handling and upload visibility.
📗How to Bulk Upload Journal Entries Step Guide:
-
From your main dashboard, click on the Module "Ledger".
-
Then select the Journal Entries tab.
-
This will take you to the Journal Entry landing page, where you manage all your journal entries.
- Click on "Add Journal Entry" for selected entries and click on "Import" for Bulk Upload.
- Add Journal Name and Memo in the required fields and click on 'Import'. Upload the CSV file and click on Upload.
Step 1:
Step 2:
Note : File format support: .CSV
& .XLSX
(QB-compatible)