Importing Journal Entries

Importing journal entries can save you time and effort, allowing the quick and easy transfer of financial data to Akaunting. This can be particularly useful if you have a large volume of transactions to process.

You need the Double Entry App to import your Journal Entries. See how to Install or Purchase an app on Akaunting.

Importing Journal Entries:

• Go to Double-Entry on the Navigation menu.
• Select Manual Journals from the expanded options.
• On the Manual Journals page, click Import or the ellipses icon at the top left corner.
• Select Import from the ellipses dropdown options.
• On the Import Manual Journals page, Download the sample file and fill in the provided fields.

In the Journals tab of the Excel sheet, you can enter the following:

• Number
• Issue Date
• Amount
• Description
• Reference
• Basis

In the Journals ledgers tab of the Excel sheet, you can enter the following:

• Number
• Issued Date
• Account
• Debit
• Credit
• Reference
• Notes

• Save the file as XLS or XLSX.
• Upload your file to Akaunting.
• Click Import and wait for a few seconds. This may vary depending on the size of the data.

You’ll get a notification on the sidebar notification icon. Also, a confirmation will be sent to your email once the upload is completed.