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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:

  1. From your main dashboard, click on the Module "Ledger".

  2. Then select the Journal Entries tab.

  3. This will take you to the Journal Entry landing page, where you manage all your journal entries.

  4. Click on "Add Journal Entry" for selected entries and click on "Import" for Bulk Upload.

  5. 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)