Q1. Can I bulk import multiple manual journals in bulk?
You can easily bulk import multiple manual journals from the journals tab.
Follow the steps on the screen to start importing journal entries.
Review the list of imported journal entries. You should see a list of journal entries that will be created or with errors.
If there are no issues, click Finish to finish importing journal entries.
If not, continue adjusting and modifying your template, and click on Back to reupload.
Q2. Can I update existing journals using import?
No, importing with the Import Journal Entries template will only create new journal entry lines.
Q3. What file formats are supported for importing journal entries?
Only the .xlsx (Excel Workbook) format using our template is supported for importing COA.
Q4. Can I import journals from an accounting software I have used before?
You will need to transfer the journal entries into our Import Journal Entries template and proceed using our template.
Q5. Will importing the manual journal automatically update my financial records?
Yes, after importing the manual journal entries, you will see the new manual journal entries show up in the Journals tab and financial statements.
Q6. Will importing the manual journal affect any existing data in the accounting software?
No, the information in Jaz is self-contained and will not affect other software.
Q7. Can I review the manual journal entries before finalizing the import?
Yes, you can. Before finishing your import, Jaz will let you review the list of journal entries that will be created or currently have errors in the template.
Q8. What should I do if there are errors or discrepancies in the imported manual journal?
Jaz will highlight any issues with the rows/records that you have filled in within the import template.
To fix it, go back to the Import Journal Entries template and amend the row with the error.
For example, if the error reads "Missing Journal Reference" for Row 99, then check if the journal reference on Row 99 was entered.
After fixing all the errors presented by Jaz, save your template and reimport the template to restart the bulk import process.
Alternatively, you can carry on with finishing the import process, and Jaz will skip over the rows with errors for you.
Q9. Can I import a manual journal dated before the lock dates of my accounts?
No, any transactions including journal entries cannot be dated before the lock date of an account.
This is because transactions for accounts cannot be modified from the day of the lock date and the period before it.
As such, you will not be able to add new journal entries for these accounts.
Q10. Are there any restrictions on the number of journals I can import at once?
You can import up to 1000 new journal entry lines at one time.
Q11. Can I customize or modify the journals after import?
Yes, you can. After import, all the new journal entries will show up under Journals.
Find the journal you would like to modify, and Edit to customize the journal entries as you need.
