To post Sale Entries via Excel Upload in RealBooks, follow the steps given below:
- Open your RealBooks account
- Go to ‘Transaction’
- Press on the ‘imports-Exports’ option
- Select ‘Import’
- Select ‘Inventory Voucher’
- Download the template
- Open the Excel template
- Add the details in all the pages and enter the Voucher type as Sale, which must be the same in RealBooks
- Save the file after filling in all the necessary details
- Navigate back to the ‘Inventory Voucher’ section in ‘Imports’
- Click on ‘Choose file’
- Select the file and click on Upload
- You will be redirected to the Import listing page once the file has been uploaded, where you can check the upload status
- Hit ‘CLICK’ to view the posted vouchers listing on daybook