ContributionsMost RecentMost LikesSolutionsRe: bulk upload journal template gavin12345Princess_R Thannk you so much for two of you. I really appreciate. Just the last part to clarify this template. I downloaded my existing journal abviously I have got the journal number which was allocated by the system after I put through. -If I am using this as a template, Do I leave column A empty, MYOB will generate the number for me after I imported? or I have to give a number before I import? - Also the date format, when I open the existing file, it automatically went to the format MM/DD/YYYY even we used DD/MM/YYYY in the previous manual journal transactions, then does that mean I have to put the same format to be MM/DD/YYYY for MYOB to accept it? - Our manual journal has the option for tax code but when I download the exsiting jornal entry it will not give me the column for tax code, does that make sense? how to fix the tax code and add the extra column? -Also If I upload the multiple journals, I think I just leave a empty line in the csv file which I figured out but the tax part really worried me and I am not sure how you guys fix that. I did a screenshot for the same journal I manually created and the csv version as attached. Re: bulk upload journal template Hi Princess, Thank you for the reply. I tried to export the file as what you suggested below. however, It will only give me the text file. When i opened it in excel then it will show me the right column. if I use my excel as a template, do I save it back to text file? or I save it as CSV or any other particular format will make this work? bulk upload journal template I tried to follow the online instruction, it saidGo toSetup>Import Customised Forms. but we got nothings. we never have any form before. So how to I create a format myself to make sure the file will match to our journal field? and also where to find this instructions step by step set up? I have attached both web version and account right version. Can anyone help? How to Clear the Prepare Electronic Payments account for payments which was paid by cash I recently joined this business and got a big mess in the Prepare Electronic Payment accounts. I was told all the pay items from 2007-2021 was enter into this clearing account accidentally but already paid by cash. So all the entry are stuck in this clearance account for some reason. So How do I clean up this clearance account? The screenshot I attached already been paid. so I do not have old data and obviously the bank rec was done back then in some other ways. So How do I clear this from the clearance account? Solved