Can I import ledgers and vouchers from an Excel or CSV file into Aicountly Smart Books?
I am moving from a spreadsheet and do not want to key everything again.
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Aicountly Smart Books Guide
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Yes. Open Imports in Smart Books and use the Classic import (CSV / Excel) section. It has separate cards for masters (such as accounts and items) and for transactions, so pick the one that matches your file.
You upload the file, map your columns to the fields Smart Books expects, and the rows are staged and validated before anything is posted. Fix the rows flagged with errors, then run the final import. Batch history on the Imports page lets you look at earlier uploads.
Import masters such as accounts and items first, so the vouchers that follow can find the ledgers and items they refer to.
Aicountly Smart Books Guide · 1h ago
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