Home Vendor Reconciliation Where do I find the sample data layout for Books files?

Where do I find the sample data layout for Books files?

Last updated on Apr 28, 2026

Short Answer: Click 'View sample data format' in the 'Books / Books of accounts' panel to see the expected columns and layout.

PreRequisites

  1. Open the New reconciliation page

Steps

  1. On the New reconciliation page, scroll to the 'Books / Books of accounts' panel.
    The 'View sample data format' link is visible under the upload area.

  2. Click 'View sample data format'.
    The sample data format is displayed so you can match your file columns to the expected layout.

Troubleshooting

  1. Clicking 'View sample data format' does not open or shows an error.
    LikelyCause: Temporary page or network issue.
    Action: Refresh the page and try again. If the problem persists, try a different browser or clear cache.

Note: The sample helps avoid mapping mistakes when you run reconciliation.