{"id":38965,"date":"2025-09-24T07:57:24","date_gmt":"2025-09-24T07:57:24","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d9%83%d9%8a%d9%81%d9%8a%d8%a9-%d8%a7%d8%b3%d8%aa%d9%8a%d8%b1%d8%a7%d8%af-%d9%82%d9%8a%d9%88%d8%af-%d8%a7%d9%84%d9%8a%d9%88%d9%85%d9%8a%d8%a9\/"},"modified":"2026-07-27T12:26:13","modified_gmt":"2026-07-27T12:26:13","slug":"how-to-import-journal-entries","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/how-to-import-journal-entries\/","title":{"rendered":"How to Import Journal Entries"},"content":{"rendered":"

You may need to import journal entries from a ready Excel file, such as when you receive accounting entries from an external accountant or when migrating data from another accounting system. To simplify this process, the system provides a direct journal entry import feature, helping you save time and reduce errors.<\/p>\n

Steps to Import Journal Entries:<\/strong><\/p>\n

    \n
  1. From the main menu, click “Accounting<\/strong>“.<\/li>\n
  2. Go to “Journal Entries<\/strong>“.<\/li>\n
  3. Click the “Import”<\/strong> button.<\/li>\n
  4. Click “Choose File<\/strong>” and select the journal entries file you want to import.<\/li>\n
  5. Select the delimiter “Comma Separated<\/strong>“.<\/li>\n
  6. Import First Row:<\/strong> Enable this option if the file does not contain column headers.<\/li>\n
  7. Entry Status:<\/strong> Choose whether the entry should be imported as “Issued<\/strong>” or “Draft<\/strong>“.<\/li>\n
  8. Generate Entry Numbers Automatically:<\/strong> Enable this option if you want the system to generate journal entry numbers automatically during import.<\/li>\n
  9. Click “Next Step<\/strong>“.<\/li>\n
  10. Match the system fields with the fields in the uploaded file.<\/li>\n
  11. Click “Import<\/strong>” to complete the process.<\/li>\n<\/ol>\n
    \n
    \n
    \n
    \n
    \n
    \n
    \n
    \n
    \n
    \n
    \n

    Note:<\/strong> Once the import completes successfully, each imported entry’s “Activity Log” tab shows an entry in the format: “[User Name] Imported Journal Entry #[JRNxxx]” \u2014 instead of the usual “[User Name] Added Journal Entry #[JRNxxx]” format used for manually added entries. This entry follows the same format, styling, timestamp, and user avatar as other entries, making it easy to distinguish the origin of each entry when reviewing the audit trail.<\/em><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

    \n
    <\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
    \n
    \n
    \n
    \n
    \n
    <\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
    <\/div>\n
    <\/div>\n","protected":false},"author":29,"featured_media":0,"template":"","categories":[2116],"tags":[3240,9231,2296,3212],"class_list":["post-38965","tutorial","type-tutorial","status-publish","hentry","category-journal-entries","tag---en","tag--en"],"yoast_head":"\nHow to Import Journal Entries - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/how-to-import-journal-entries\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Import Journal Entries - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"You may need to import journal entries from a ready Excel file, such as when you receive accounting entries from an external accountant or when migrating data from another accounting system. To simplify this process, the system provides a direct journal entry import feature, helping you save time and reduce errors. Steps to Import Journal […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/tutorial\/how-to-import-journal-entries\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2026-07-27T12:26:13+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.daftra.com\/#website\",\"url\":\"https:\/\/docs.daftra.com\/\",\"name\":\"Daftra Knowledge Base\",\"description\":\"Daftra\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.daftra.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/how-to-import-journal-entries\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/tutorial\/how-to-import-journal-entries\/\",\"name\":\"How to Import Journal Entries - Daftra Knowledge Base\",\"isPartOf\":{\"@id\":\"https:\/\/docs.daftra.com\/#website\"},\"datePublished\":\"2025-09-24T07:57:24+00:00\",\"dateModified\":\"2026-07-27T12:26:13+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/how-to-import-journal-entries\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.daftra.com\/en\/tutorial\/how-to-import-journal-entries\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/how-to-import-journal-entries\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.daftra.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How to Import Journal Entries\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How to Import Journal Entries - Daftra Knowledge Base","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.daftra.com\/en\/tutorial\/how-to-import-journal-entries\/","og_locale":"en_US","og_type":"article","og_title":"How to Import Journal Entries - Daftra Knowledge Base","og_description":"You may need to import journal entries from a ready Excel file, such as when you receive accounting entries from an external accountant or when migrating data from another accounting system. To simplify this process, the system provides a direct journal entry import feature, helping you save time and reduce errors. Steps to Import Journal […]","og_url":"https:\/\/docs.daftra.com\/en\/tutorial\/how-to-import-journal-entries\/","og_site_name":"Daftra Knowledge Base","article_modified_time":"2026-07-27T12:26:13+00:00","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebSite","@id":"https:\/\/docs.daftra.com\/#website","url":"https:\/\/docs.daftra.com\/","name":"Daftra Knowledge Base","description":"Daftra","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.daftra.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/docs.daftra.com\/en\/tutorial\/how-to-import-journal-entries\/#webpage","url":"https:\/\/docs.daftra.com\/en\/tutorial\/how-to-import-journal-entries\/","name":"How to Import Journal Entries - Daftra Knowledge Base","isPartOf":{"@id":"https:\/\/docs.daftra.com\/#website"},"datePublished":"2025-09-24T07:57:24+00:00","dateModified":"2026-07-27T12:26:13+00:00","breadcrumb":{"@id":"https:\/\/docs.daftra.com\/en\/tutorial\/how-to-import-journal-entries\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.daftra.com\/en\/tutorial\/how-to-import-journal-entries\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/docs.daftra.com\/en\/tutorial\/how-to-import-journal-entries\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.daftra.com\/en\/"},{"@type":"ListItem","position":2,"name":"How to Import Journal Entries"}]}]}},"_links":{"self":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/38965","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial"}],"about":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/types\/tutorial"}],"author":[{"embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/users\/29"}],"version-history":[{"count":4,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/38965\/revisions"}],"predecessor-version":[{"id":141090,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/38965\/revisions\/141090"}],"wp:attachment":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/media?parent=38965"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/categories?post=38965"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tags?post=38965"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}