Upload Journal Entry from Excel

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• Click the tab for the type of entry you wish to import.

• Click the Upload Excel Button (bottom left corner).

• Enter the file to be uploaded or click Browse… to select the file.

• Select the sheet from the dropdown menu.

• Place a checkmark in the appropriate boxes to ignore hidden columns, rows, or skip lines with invalid account numbers.

• Click Load.

• A preview of the entry will appear.

• Review the entry and click Import. The entry will open on the screen.

• Enter the date of the entry.

• Check the entry for accuracy.

• Click Post at the bottom of the screen.