To Post Receipt Entries via Excel in RealBooks, follow the steps given below:
- Open your RealBooks account
- Navigate to Transactions > Import-Export > Import > Accounts voucher
- Click on Download template
- Open the excel file
- Add the details in all the pages and enter the Voucher type as ‘Receipt’, which must be the same in RealBooks
- Save the file after filling in all the necessary details
- Navigate back to the ‘Accounts 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