Short Answer: Drag & drop your books file into the 'Books / Books of accounts' area or click 'Upload file' and pick a CSV, XLS, or XLSX file under 100MB.
PreRequisites
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Signed in to CleverBalance
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Books file available in CSV, XLS, or XLSX format
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File size is under 100MB
Steps
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On the 'New reconciliation' page locate the 'Books / Books of accounts' card.
You see the dashed upload area with 'Drag & drop your file here' and 'Upload file'. -
Drag & drop your file into the dashed area OR click 'Upload file'.
A file picker opens or the drag action begins upload. -
Select your CSV, XLS, or XLSX file ensure it is <100MB and confirm.
The Books card shows the uploaded filename. -
If you are unsure of required columns, click 'View sample data format' to check expected headers before uploading.
You can view the sample format to align your file columns.
Troubleshooting
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Upload button doesn't respond or file picker won't open.
LikelyCause: Browser blocking file dialogs, slow page load, or extension interference.
Action: Reload the page, disable interfering extensions, or try another browser and try again. -
Error shows file is too large.
LikelyCause: File size exceeds 'Maximum file size: 100MB'.
Action: Split the file or reduce its size so it is under 100MB and re-upload. -
Unsupported format error.
LikelyCause: File is not CSV, XLS, or XLSX.
Action: Export or save your file as CSV, XLS, or XLSX and re-upload.
Note: Supported formats and max file size are displayed under the 'Upload file' button in the Books card.