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How to Import Ledger from Excel in Marg Books ?

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Overview of Ledger Import from Excel in Marg Books

OVERVIEW OF LEDGER IMPORT FROM EXCEL IN MARG BOOKS

  • Marg Books has provided a very beneficial provision in the software through which the user can easily import the data of multiple ledgers by using an excel method only at a single point of time. This saves a lot of the time as there is no need to create a ledger for each & every party in the software
  • Along with it, the user can also maintain the data of ledgers on the basis of predefined ledger templates provided in Marg Books. 
  • Click on 3 horizontal lines (as shown below) and select ‘Download Template’ option.

PROCESS TO IMPORT LEDGER FROM EXCEL IN MARG BOOKS

  • Firstly, go to Master > Account Master > Ledger .

  • A 'Ledger Master' window will appear.
  • The user will click on 'DropDown' button.

  • Now, the user will click on 'Import Ledgers' button.

  • A 'Ledger Master' window will appear.
  • The user will follow the steps as shown on the ledger master window.
  • The user will click on 'Download Excel' option.

  • A 'Ledger Master' template will get downloaded.