Short Answer: In the 'Books / Books of accounts' panel drag & drop your file or click 'Upload file'; supported formats are CSV, XLS, XLSX and max file size is 10MB.
PreRequisites
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Be on the 'New reconciliation' page
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Have the Books file ready (CSV, XLS, XLSX, ≤10MB)
Steps
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On the New reconciliation page find the 'Books / Books of accounts' panel on the right.
You see a dotted upload area with the text 'Drag & drop your file here' and an 'Upload file' button. -
Drag & drop your Books file into the panel OR click the 'Upload file' button to pick the file from your computer.
The Books file uploads to the panel. -
Verify upload by checking that the panel shows the uploaded filename or a confirmation.
Uploaded filename or confirmation is visible in the 'Books / Books of accounts' panel. -
If unsure about layout, click 'View sample data format' before uploading to confirm required columns.
You can compare your file to the sample layout to avoid mapping issues later.
Troubleshooting
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Upload button does not accept the file.
LikelyCause: File type is unsupported or file exceeds the 'Maximum file size: 10MB'.
Action: Convert the file to CSV/XLS/XLSX and ensure it is under 10MB, then re-upload. -
I uploaded the wrong Books file.
LikelyCause: Incorrect file selected during upload.
Action: Re-upload the correct file by dragging it into the 'Books / Books of accounts' panel or clicking 'Upload file' again.