Create New Manual Journal by Import CSV in Books App

In the Books app, you can create manual journals directly from the interface if you only need to record a few transactions. This option works best when the entries are limited or added occasionally. You can follow the step-by-step guide here to create them manually. But if you need to add many journals at once, doing it manually can be time-consuming. In that case, this article will show you how to create manual journals in bulk to make the process faster and easier.

Step 1. Go to Manual Journal, click Import Button

Step 2. Download template and open the CSV files

Step 3. Delete the sample row in the template and fill it with your actual journal data

For example, I want to record a purchase of office equipment and other general expenses.

Step 4. Save the file and import it into the Books app

Step 5. File selected, then click Next

Step 6. Review the import preview, then click Next.

Import Summary Previewed, then click Next.

Step 7. Journal Successfully Imported

Table Index/Properties:

Field / Property	Description / Function
Number	A unique journal number automatically generated by the system.
Date	Date of the Journal Transaction.
Code	Chart of Accounts unique code.
Account	Selects the account to be debited or credited (e.g., (1007) Office Equipment, (1002) Cash).
Debit	Amount to be debited to the selected account.
Credit	Amount to be credited to the selected account.
Note	Additional remarks or explanations for the journal entry.

DealPOS is an online point-of-sale (POS) application specifically designed for retail businesses in categories like Fashion, Minimarkets, Electronics, Fresh Food, and Building Material Stores.

With DealPOS, you can manage both online and offline store inventory in real-time on a single platform. You can also sell through omnichannel (offline and online) as DealPOS integrates with marketplaces (Shopee, Tokopedia, TikTok Shop, Lazada) and instant web stores (Shopify and WooCommerce).