{"id":1196,"date":"2023-04-13T16:36:34","date_gmt":"2023-04-13T13:36:34","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/import-export\/importing-journal-entries\/"},"modified":"2025-09-11T16:25:44","modified_gmt":"2025-09-11T13:25:44","slug":"importing-journal-entries","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/import-export\/importing-journal-entries\/","title":{"rendered":"Importing Journal Entries"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You need the <a href=\"https:\/\/akaunting.com\/apps\/double-entry\" target=\"_blank\" rel=\"noreferrer noopener\">Double Entry<\/a> App to import your Journal Entries. See how to <code><a href=\"https:\/\/akaunting.com\/hc\/docs\/apps-and-integrations\/installing-an-app\/\" target=\"_blank\" rel=\"noreferrer noopener\">Install<\/a><\/code> or <code><a href=\"https:\/\/akaunting.com\/hc\/docs\/apps-and-integrations\/purchasing-an-app\/\" target=\"_blank\" rel=\"noreferrer noopener\">Purchase<\/a><\/code> an app on Akaunting.<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13170753\/import-manual-journal.mp4\"><\/video><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Importing Journal Entries:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>Double-Entry<\/strong> on the <strong>Navigation menu<\/strong>.<\/li>\n\n\n\n<li>Select <strong>Manual Journals <\/strong>from the expanded options.<\/li>\n\n\n\n<li>On the Manual Journals page, click <strong>Import<\/strong> or the ellipses icon <img loading=\"lazy\" decoding=\"async\" width=\"25\" height=\"18\" class=\"wp-image-574\" style=\"width: 25px;\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155359\/Screenshot-2023-04-06-at-15.52.49.png\" alt=\"ellipses menu icon\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155359\/Screenshot-2023-04-06-at-15.52.49.png 52w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155359\/Screenshot-2023-04-06-at-15.52.49-50x38.png 50w\" sizes=\"auto, (max-width: 25px) 100vw, 25px\" \/> at the top left corner.<\/li>\n\n\n\n<li>Select <strong>Import<\/strong> from the ellipses dropdown options.<\/li>\n\n\n\n<li>On the Import Manual Journals page, <strong>Download<\/strong> the sample file and fill in the provided fields.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">In the <strong>Journals<\/strong> tab of the Excel sheet, you can enter the following:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Number<\/li>\n\n\n\n<li>Issue Date<\/li>\n\n\n\n<li>Amount<\/li>\n\n\n\n<li>Description<\/li>\n\n\n\n<li>Reference<\/li>\n\n\n\n<li>Basis<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"813\" height=\"1024\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13165852\/image-2-1-813x1024.png\" alt=\"Importing Journal Entries\" class=\"wp-image-1199\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13165852\/image-2-1-813x1024.png 813w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13165852\/image-2-1-238x300.png 238w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13165852\/image-2-1-768x968.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13165852\/image-2-1.png 1062w\" sizes=\"auto, (max-width: 813px) 100vw, 813px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In the <strong>Journals ledgers<\/strong> tab of the Excel sheet, you can enter the following:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Number<\/li>\n\n\n\n<li>Issued Date<\/li>\n\n\n\n<li>Account<\/li>\n\n\n\n<li>Debit<\/li>\n\n\n\n<li>Credit<\/li>\n\n\n\n<li>Reference<\/li>\n\n\n\n<li>Notes<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"994\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13170002\/image-3-1-1024x994.png\" alt=\"Journal ledgers\" class=\"wp-image-1200\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13170002\/image-3-1-1024x994.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13170002\/image-3-1-300x291.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13170002\/image-3-1-768x746.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13170002\/image-3-1-16x16.png 16w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13170002\/image-3-1-50x50.png 50w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13170002\/image-3-1.png 1382w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Save<\/strong> the file as <strong>XLS<\/strong> or <strong>XLSX<\/strong>.<\/li>\n\n\n\n<li>Upload your file to Akaunting.<\/li>\n\n\n\n<li>Click <strong>Import <\/strong>and wait for a few seconds. This may vary depending on the size of the data.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You&#8217;ll get a notification on the sidebar notification icon. Also, a confirmation will be sent to your email once the upload is completed.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":13,"menu_order":7,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-1196","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1196","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=1196"}],"version-history":[{"count":3,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1196\/revisions"}],"predecessor-version":[{"id":1570,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1196\/revisions\/1570"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/13"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=1196"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=1196"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}