Short Answer: Drag & drop your Books file into the 'Books / Books of accounts' box or click 'Upload file'; supported formats are CSV, XLS, XLSX and max 10MB.
PreRequisites
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Be signed in
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Have your Books file in a supported format (CSV, XLS, XLSX)
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Ensure file size is ≤ 10MB
Steps
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Open the 'New reconciliation' page and find the 'Books / Books of accounts' panel.
The dashed upload box with 'Drag & drop your file here' and 'Upload file' button is visible. -
Drag & drop your Books file into the dashed box or click 'Upload file' to choose a file.
The Books file uploads and is displayed in the panel. -
If you need to check required columns, click 'View sample data format'.
The sample data format opens so you can verify columns and structure. -
Confirm the Books file appears in the 'Books / Books of accounts' panel.
Uploaded Books file is visible in the panel ready for reconciliation.
Troubleshooting
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Upload is rejected immediately.
LikelyCause: File not in CSV/XLS/XLSX format or file size > 10MB.
Action: Export the Books file as CSV/XLS/XLSX and ensure it is ≤ 10MB, then upload again. -
The file uploads but doesn’t appear.
LikelyCause: Temporary UI error or browser issue.
Action: Refresh the page and try uploading again. If the issue persists, try a different browser.
Note: Use 'View sample data format' to confirm the expected structure before uploading.