After selecting Excel the following form will appear. If your report has been exported from an accounting system which we directly support select it from the drop-down list, otherwise select none. The name of the accounting file should represent the specific client and source. In most instances, the client name is relevant.
After completing the form select Add Source.
Account Numbering systems supported by way of import from excel:
Import Data From Excel
After adding the Source to the reportance file the information is imported using the import facility in the Excel add-in.