Single Journal Entry Import

You can use the Single Journal Entry Import Assistant to import a single journal entry's data from an external system into NetSuite. If you use NetSuite OneWorld, you can use a similar assistant to import data from a single intercompany journal entry.

You need the Make Journal Entry and Posting Period on Transactions permissions to import a single journal entry. You do not need the Import CSV File permission.

Important:

The Single Journal Entry Import Assistant preserves the journal entry import process available prior to Version 2010 Release 1, with a modified user interface. More complex journal entry import functions are also available. See Journal Entry Import and Intercompany Journal Entry Import and Advanced Intercompany Journal Entry Import.

The Single Journal Entry Import Assistant is available at Transactions > Financial > Make Journal Entries > Import. For intercompany journal entries, a similar assistant is available at Transactions > Financial > Make Intercompany Journal Entries > Import. For advanced intercompany journal entries, a similar assistant is available at Transactions > Financial > Make Advanced Intercompany Journal Entries > Import.

If you are using statistical accounts, the Single Journal Entry Import Assistant is available at Transactions > Financial > Make Statistical Journal Entries > Import. For information about statistical accounting, see Statistical Accounting Overview.

The Assistant includes the following steps:

After you click Run and the import process completes, the newly created journal record displays. The Entry No. field shows the journal entry number for the transaction.

If errors prevent the process from completing, a status page displays instead. Note that, unlike other imports, email notification is not sent for single journal entry import.

Supported Values for Journal Entry Import CSV Files

For ease of use and compatibility with the previous journal import, the following values are supported in your CSV files:

For more information about supported CSV file fields, see Journal Entry and Intercompany Journal Entry Header Fields Table and Journal Entry and Intercompany Journal Entry Line-Level Fields Table.

Important:

Import is supported for journal entries with up to 10,000 lines. However, poor performance results during import and in the user interface for journal entries with over 1000 lines, and these large journal entries may not be editable in the user interface.

For more information about journal entries, see the following.

Related Topics

Simple Imports

General Notices