Importing Journal Entries

Estimated reading: 2 minutes

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 ellipses menu 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
Importing Journal Entries

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

  • Number
  • Issued Date
  • Account
  • Debit
  • Credit
  • Reference
  • Notes
Journal ledgers
  • 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.

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Importing Journal Entries

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