| Importing data from Excel |
|
|
|
Question: Importing data from Excel Answer: The Generic Import allows an import from an Excel CSV file. Format: Create a new spreadsheet with 3 columns. Cell A1 is to be called Date Below that in Column A must be dates in the format dd-mmm-yyyy, e.g. 4-Sep-2003 Cell B1 is to be called Description Below that in Column B must be descriptions. NB: Do NOT use the comma (,) or the quotes symbol (") in the description. Cell C1 is to be called Amount Below that in Column C must be the amount in numerics. NB: Do NOT use any formatting Save the Excel file as CSV - Comma Delimited in the relevant cashbook folder. Go the Casbook and click on the IMPORT BANK STATEMENT button. |
| < Prev | Next > |
|---|
