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Hi, I know this is an old post, but the ability to import a Trial Balance from a csv file would be a big help for new clients!

Regards David

Hi David

You can use the Journal import tool and create the opening Trial Balance in the format specified in Tools>import>journals.

One thing to bear in mind is that the date and description must be the same for each journal line.

If you are planning to import your debtors and creditors as individual invoices then do not include those balances in the journal.

Hope this helps.

Best regards


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