How do I import the opening balances of the accounts in my organization?

To import the opening balance of the accounts in your organization:

  • Go to Settings on the top right corner of the page.
  • Click Opening Balances under Organization.
  • Click Edit at the top.
  • Click Import Opening Balances at the top.
Click 'Import Opeing Balances'
  • Click Choose File and upload the file that you want to import.
  • Select the Character Encoding and File Delimiter.
  • Click Next.
  • Ensure that the fields are mapped correctly in the Map Fields section.
  • Check the Save these selections for use during future imports option if you want to use the same import format for subsequent imports.
  • Click Next.
  • Verify the data imported and click Import.

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