Convert a Trial Balance Spreadsheet to a CSV File
When converting a spreadsheet to import your company accounting records, be sure to include a column for the following as they are required to complete your trial balance import:
- Account name or description
- Debit
- Credit
These items are required to complete the trial balance import. Adjust all accounts for tax purposes and ensure debit and credits are balanced prior to importing.
To convert from a Microsoft Excel file to the CSV format:
- Go to File.
- Select “CSV (comma delimited)” from the Save As drop-down, then save the file.
To convert an Open Office spreadsheet file to CSV format:
- Go to File.
- Click Save As.
- Select “Text CSV (.CSV)” from the Save as type drop-down, then save the file.