Please help, how do i import new general ledger accounts from an excel spread sheet
Please help, how do i import new general ledger accounts from an excel spread sheet
You need to save the Excel file in CSV format, in a specific layout.
I have attached the layout requirements.
Once you have created your CSV file, go to Pastel and then select File...Export/Import and then, from the drop-down menu, select "Import General Ledger Accounts" and then browse to your CSV file.
Note that you can only import GL accounts if your Pastel database does not have any existing GL accounts.
Neville Bailey - Sage Pastel Accounting Consultant
www.accountingsoftwaresupport.co.za
neville@accountingsoftwaresupport.co.za
IronTree Online Solutions
"Give every person more in use value than you take from them in cash value."
WALLACE WATTLES (1860-1911)
Thanks Neville so much. i get the trick i was importing into a database with general ledger accounts already existing. is there hope that one day we will be able to import even when accounts are already existing on the d base ?
Neville Bailey - Sage Pastel Accounting Consultant
www.accountingsoftwaresupport.co.za
neville@accountingsoftwaresupport.co.za
IronTree Online Solutions
"Give every person more in use value than you take from them in cash value."
WALLACE WATTLES (1860-1911)
Neville Bailey - Sage Pastel Accounting Consultant
www.accountingsoftwaresupport.co.za
neville@accountingsoftwaresupport.co.za
IronTree Online Solutions
"Give every person more in use value than you take from them in cash value."
WALLACE WATTLES (1860-1911)
Hi, does anyone have an excel template/example of the above, I cant seem to import my file without receiving errors.
For importing the general ledgers accounts, not the cash book.
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