How do I import a Journal Entry from Excel or .CSV?

Jul 07, 2005 2 Replies

Is it possible to import a general journal entry from excel into peachtree?



If so, how is it done?



thank you


It is possible. The best way to do this is to go to File>>Import/Export and export a few transactions so that you can see the exact format. You do need to pay attention to transaction and financial period numbers. Then format your excel file and save it to a csv file. Move your file to c:\ (root) so that the file name inc path is as short as possible.

I'll try it Laura and post results. Many thanks

z

Join the Discussion

Have something to add? Share your thoughts — no account required.

Didn't find your answer?

Ask the community — no account required