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Make some changes to the file to get it ready for import - and save it as a .XLS file (File-save as)

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Drag the XLS file over the general Journal grid

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- confirm the upload

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Populate the screen from the tab on the excel sheet

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The grid will populate with the details - enter a date and save

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Once saved the journal has been created in the system.

Step-by-step guide example of opening balances journal

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