Migrating your accounting to Refrens? Our bulk upload features can help you do that seamlessly!
In this article, we will learn how you can upload voucher entries in bulk.
Step 1: Go to the "Bulk Upload Vouchers" option
In your voucher books dashboard, go to the "Create New Voucher Book" dropdown and click on the "Bulk Upload Vouchers" option.
Step 2: Download the sample file
Next, you will see a pop-up form like below. Start by downloading the sample file to ensure you are uploading the data in the right format.
Step 3: Add your data to the sample file
Add your voucher data such as voucher book name, date, ledger account, amount, notes, etc. as shown in the sample file.
Once you have added all the data, download the file as a CSV.
Step 4: Upload the CSV file
Go back to the bulk upload voucher option (as shown in step 1), and upload your CSV file.
That's it! Your bulk upload is now complete. All your data will start reflecting on Refrens in a minute!
Need more help? reach out to your account manager OR drop a message on our chat support for quick assistance!
Suggested Readings:
1. See how to migrate your data out of Quickbooks to Refrens>
2. See how to upload ledger accounts in Bulk>
3. Learn more about advanced accounting on Refrens>