Need to post more than one manual journal entry at a time? Instead of adding them one by one, you can upload a batch of entries all at once using Puzzle's CSV import template.
Follow the steps below to import your manual journal entries.
1) Open the CSV import
Navigate to Accounting and then click Manual Journal Entries.
Click the small arrow next to + Add journal entry, then select Import from CSV.
2) Download the template
In the Import manual journal entries window, click Download template to grab the CSV in the required format.
3) Fill out the template
Open the template and enter your journal entries, following the instructions on the guidance tab. The guidance tab walks you through each column so your entries import cleanly.
📓 Tip: Keep your entries in the exact format shown in the template. This helps everything pass validation on the first try.
4) Choose your view
Back in the import window, use the Select view dropdown to choose whether you're importing on a cash basis or an accrual basis. Make sure this matches how you intend the entries to be recorded.
5) Upload your file
Drag and drop your completed CSV into the upload area, or click Browse my computer to select it.
6) Validate and import
Puzzle will run your file through Validation (Step 2) to catch any errors before anything is posted. Once your entries pass, continue to Import (Step 3) to finish.
That's it — your journal entries will be posted in bulk.
A few things to note:
🌟 You can review past imports anytime by clicking History in the bottom-left of the import window.
🔴 Just like manually entered journal entries, imported entries cannot be deleted once posted — only voided. This preserves a complete log for future review.