Summary of Steps:

  1. Download the Journal Entry Upload Template
  2. Populate it with the relevant data for your journal entry
  3. Create a new Journal Entry record in Accounting Seed
  4. Copy the Journal Entry Name (or record id) and paste that into the Journal Entry column of each line
  5. Save the file as a .csv
  6. Navigate to Setup/DataManagement/Data Import Tool/Launch to start the import process.
  7. From the custom objects list select Journal Entry Lines
  8. Select "Add new records"
  9. Drag your file into the uploader
  10. Map data fields to your file accordingly
  11. Upload the file and check the result


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