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

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

If so, how is it done?

thank you

Reply to
zephyr
Loading thread data ...

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.

Reply to
Laura

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

z
Reply to
zephyr

BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.