Import trial balance data from a CSV file

If you have trial balance data available in a CSV file, you can import this directly into the IRIS Elements.

You can also manually enter your trial balance data.

If you subscribe to IRIS Elements Accounts Production Essentials

The following trial balance CSV mapping templates are supported:

• CSV files exported from the desktop version of IRIS Elements Accounts Production
• Manually created CSV files

If you subscribe to IRIS Elements Accounts Production Professional

The following trial balance CSV mapping templates are supported:

• CSV files exported from the desktop version of IRIS Elements Accounts Production
• Manually created CSV files
• IRIS Elements Accounts
• IRIS KashFlow
• Xero — Make sure the file is saved as CSV before importing