Home Intercompany Reconciliation How do I select the correct sheet from my file?

How do I select the correct sheet from my file?

Last updated on Apr 24, 2026

Short Answer: Open the '1. Select sheet' dropdown and pick the sheet that contains your ledger data (example shown: 'Branch Ledger').

PreRequisites

  1. Open the Configure entity A statement dialog with your file loaded (see 'Data preview (20 rows)')

Steps

  1. Confirm the Configure entity A statement dialog is open and 'Data preview (20 rows)' is visible.
    You see sample rows from the currently loaded file.

  2. Click the '1. Select sheet' dropdown on the right-hand panel.
    The dropdown expands showing available sheets (example shows 'Branch Ledger').

  3. Choose the sheet that contains the data you want to map.
    '1. Select sheet' displays the chosen sheet name.

  4. Verify the 'Data preview (20 rows)' reflects rows from the chosen sheet.
    Preview shows data from the selected sheet.

Troubleshooting

  1. The sheet I expect is not listed in '1. Select sheet'.
    LikelyCause: The uploaded file does not contain that sheet name or the file uploaded is not the expected file.
    Action: Open your source file, confirm the sheet name exists and contains data, then re-open the Configure entity A statement dialog with the correct file.