| User Roles | ✗External Contributor | ✗Pulse user |
If you uploaded an incorrect trial balance or need to update data in a specific period, you can replace the bookkeeping data. This allows you to quickly correct mistakes without starting from scratch.
Steps to replace bookkeeping data
- Click the Actions button on a client overview page. Make sure you are in the period where the data needs to be replaced.
- Select Replace bookkeeping data.
- Click Upload file and choose the file from your computer.
For more details on uploading data, see: How do I add manual data to a file?Good to know
- Accounts that are not included in your new file will show a value of 0 after the import.
- If an account has no values and no input data in any period, it can be deleted.
- To delete an empty account, go to the Account tab and click the bin icon.
