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User Guide - Importing Journal Entries

This guide provides user directions on how to import journal entries in Smartwebs

Use the Journal Entry Import tool to import journal entries into SmartWebs directly from an Excel (XLSX or CSV) file. Follow the file format requirements and steps below to complete a successful import.

File Format

First, the Excel file must have an extension of XLSX or CSV. The file must contain the following columns (Headers for each column must match exact):

  •  GL_Code
    • Required
  • Cost_Center
    • Required
  • Note
    • Column is required, however note for each line is optional
  • Amount
    • Required
    • POSITIVE values = DEBITS
    • NEGATIVE values = CREDITS
    • Sum of all amount values must equal zero.

Where do I find the Journal Entry Import tool?

  1. Log into https://office.smartwebs.com and navigate to the correct HOA.
  2. Click on the Accounting Icon
  3. Go to GL > Journal Entries

How do I import a journal entry from a file?

  1. Click on Add a Journal Entry and select Import JE From File
  2. Choose your date and fill in the memo.
  3. Click the upload arrow or drag and drop your file into the drawer
  4. Review the parsed journal entry lines to confirm that GL codes, cost centers, amounts, and the memo are correct, and that the total equals zero. Click Post.