1. Home
  2. /
  3. Resources
  4. /
  5. User manuals
  6. /
  7. Use Excel files

Use Excel files

Information for the user:

After filling in the Administration data go to Financial data

Then choose  Excel as your financial package.

Click the blue button Browse to select the Excel file you want to upload

Select the periods you want to import.

Press the blue Read data button in the corner down right and your financial data will be imported into Speedbooks

 

NOTE: Use this format Excel sheet :

Column 1: Accountnumber
Column 2: Description accountnumber
Column 3: Balance period 1
Column 4: Balance period 2
Column 5: Balance period 3
Etc.

- The worksheet cell properties should be standard
- Do not use headers and/or years
- Balance dat must be single values (not YTD)
- Worksheet should not contain empty cells, use 0 instead.