How to Import Nominal Ledger from an Excel (CSV) File

  1. Go to ->Season Button->Office Tools->Database Maintenance

2. Select the ‘Import Data’ tab->Then click on the “Import General” tab

3. Enter in your Admin or Supervisor Password in the Password field

4.Click on “Nominal Ledger” option

5.This will load the “Nominal Ledger Import Wizard”

6.Click on ‘Browse File to Import’ and choose the location to which you want to import from. (Ensure that the file name ends in .csv) Alternatively you can type in the file directory into the yellow text box in the image above

7.Click on the ‘Click to Import ‘ button

8.Click ‘Yes to import Nominal/General Ledger

9.Once completed, a window will appear called “Data Import Wizard” as shown below

10.Now click on the “Stage 1: Check Data” option.

11.Some “Information” windows will appear on the screen, just click on “Ok” when they do

12.Now the window Should look like the following

13.Now repeat the same steps for “Stage 2: Import Data”

14. Both Icons should now appear with ticks on them

15.Now any changes to the Nominal Ledger should now be updated

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