User RolesAdminStaff contributor✗External Contributor✗Pulse user

If you uploaded an incorrect trial balance or need to update data in a specific period, you can replace the bookkeeping data. This allows you to quickly correct mistakes without starting from scratch.

Steps to replace bookkeeping data

  1. Go to your client file and click the Actions button.
  2. Select Replace bookkeeping data.
  3. Click Upload file and choose the file from your computer.
For more details on uploading data, see: How do I add manual data to a file?


Good to know

  • Accounts that are not included in your new file will show a value of 0 after the import.
  • If an account has no values and no input data in any period, it can be deleted.
  • To delete an empty account, go to the Account tab and click the bin icon.