GL Accounts - Importing GL Accounts


Step      Action

  1.       Select {Settings} and then select {GL Accounts} under Accounting. Select the {Import} tab.

  2.       Select {Choose File}. 

              A File Upload modal window will open.

  3.     Locate file on computer to be imported and select {Open}. The name of the file to 

          be opened will appear to the right of the {Choose File} button.


  4.      Select {Import}. A results window will pop-up to indicate the number of records

           imported successfully.