Importing Journal Entry Data from an Excel Sheet
The accounting system allows you to import multi-party entry data from an Excel file all at once, so you don’t need to enter data for each party separately. Instead, you can take simple steps to transfer all the data directly from the Excel file to the entry screen. In the following lines, we will learn about these steps with an illustrative example.
Notes on the Excel Sheet
Before starting any step, we should have an Excel sheet containing the entry data. To ensure that the accounting system recognizes this data correctly, consider the following:
- Make sure that the accounts you want to import from the Excel file are already available in the chart of accounts. Otherwise, they won’t be recognized. Therefore, it’s preferable to use the account code rather than its name because if the name is written differently from what is in the system, it won’t be recognized.
- Display the entry data in the Excel file in a certain way, as follows:
- Column 1: Account name or account code
- Column 2: Description
- Column 3: Debit
- Column 4: Credit
Importing Data into the Entry Screen
After considering the previous two notes, we now proceed to the steps of copying products from the Excel file to the invoice screen on your account in Enerpize.
First Step: Create a New Entry
Follow the usual steps to create a new entry, as follows:
Click on “Add Entry” from the dropdown menu under “Accounting” in the main menu.
We will add entry data by copying it from the Excel file.
The second step: Copying data from the Excel sheet to the entry screen
To copy entry data from the Excel file all at once, we do the following:
Click on the “arrow” next to the “+ Add” button.
Click on “Paste from sheet“.
A floating screen will appear
Now, all we have to do is select the entry data and copy it from the Excel sheet as shown in the following image.
Then paste it into the floating window for adding entry data as shown in the following image.
Once you click “Paste,” make sure to add all the entry data, then click “Import.”
As seen in the previous image, all the entry data has been added at once without the need to copy and paste each row individually or manually add them from the entry screen.
After clicking “Import,” the system automatically returns us to the entry screen to see that the data has been successfully added, as shown in the following image.
