Import trial balance data

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 or IRIS Elements Accounts Production Enterprise

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
• QuickBooks™
• Xero™ — Make sure the file is saved as CSV before importing

Import trial balance data directly from Xero

IRIS Elements Accounts Production Professional subscribers only.

You can import your trial balance data direct from Xero without downloading the data to a CSV file.

Import trial balance data directly from QuickBooks

You can Import trial balance data directly from QuickBooks without downloading the data to a CVS file.