Manual journal import accepts a CSV file containing Account, Description, Debit and Credit columns. Use exact active account codes or names from the selected company. The file must be nonempty, encoded as UTF-8 and no larger than 200,000 bytes.
- Open the journal draft and expand Import journal lines.
- Choose the file under CSV or TSV file.
- Read the validation result and inspect the accounts, descriptions and amounts in the preview.
- Select Use validated lines, confirming replacement if the form already contains lines.
A file selection does not post or save the journal. Enter the Accounting date and Journal reason, review the complete entry and select Save draft. The file remains in the editor while its line contents are used to prepare the request.
If a row is rejected, fix the source file or pasted text and validate it again. Do not delete a valid accounting line just to clear a parser error. A journal must still contain 2 to 100 complete lines with exactly balanced positive totals.
Was this article helpful?
Tell us whether this answered the question you came with.