Importing Bulk Journal Entries

This topic describes how to import journal entry files with the Import Journal Entries Bulk form, and it is intended to be used if you need to import more than 100 records. If you want to import fewer than 100 records, you can use the Import Journal Entries form. The Import Journal Entries form allows you to import XML and CSV files, but the Import Journal Entries Bulk form only allows the import of CSV files.

  1. Open the Import Journal Entries Bulk form.
  2. Specify this information:
    • Journal - Only the General Journal or user-defined journals can be selected.
    • Date
    • Reference - This field is optional.
  3. Click Load Journal Entries.
  4. Select the CSV file you wish to import.
  5. Click Open.