Idea suggested by Jodie Roberts 12 years ago
Have the ability to import a trial balance - same principle as importing a bank statement. It would make a big time saving difference when taking on new clients & transferring them over to CB software
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
Latha
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
Community 
Accounting 
Pledged: £0
You must 