Short Answer: Supported formats: CSV, XLS, XLSX. Maximum file size: 100MB.
PreRequisites
Steps
-
On the 'New reconciliation' page locate the 'Books / Books of accounts' upload area.
You see the text 'Supported formats: CSV, XLS, XLSX' and 'Maximum file size: 100MB'. -
If your file exceeds 100MB or is a different format, convert or split the file to meet these requirements.
Your file is in an accepted format and under 100MB.
Troubleshooting
-
Upload fails due to file size.
LikelyCause: File is larger than 100MB.
Action: Split or compress the file so each uploaded file is <100MB, then re-upload. -
Upload rejected due to format.
LikelyCause: File is not CSV/XLS/XLSX.
Action: Export or save the file as CSV, XLS, or XLSX and retry.