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Import nominals from CSV file

Created on  | Last modified on 

Summary

How to import a trial balance into Sage Accounts Production (SAP).

Resolution

  1. Open your client in SAP, click Tools, then Import, then Import Nominals to CSV File.
  2. Select the Delete all Transactions and Continue? checkbox. 
  3. Click Next, then click the finder button to browse for your saved .CSV file.
  4. Select the row where the first nominal code appears.
  5. Tick the other checkboxes and radio buttons as appropriate, then click Next.
  6. From the dropdown boxes, select the columns for Code, Description, and Balance(s), then click Next.
  7. Assign each code on the left to the corresponding code on the right.
  8. Click Save to save the mapping file for future imports.
  9. Click Import to complete the process.

    TIP:

    To update an existing trial balance, export the trial balance to CSV, make changes, and re-import the file.

     

 

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