ZenIT || ITR Balance Sheet & Profit and Loss Excel Export & Import Process

ITR Balance Sheet & Profit and Loss Excel Export & Import Process:

A. Excel Export Process:

1. Blank Excel Template Export Process:

Step 1:

Go to Tools >> Excel Template >> Template Others:

Step 2:

Enter the Required Data in The Template:

2. Filled Excel Template Export Process:

Step 1:

Go to Transaction >>General Information/ BS/ P&L

Step 2:

1. Click on the Export option.

2. The Export Options will be displayed:

A. Click on the three dots (...), then Create a blank Excel sheet at your desired location. Select the file and Proceed.
B. Select the option to Export the data you need into the pre-filled template.

Note: Proceed by specifying the location where you want to save the filled Excel template and click on the "Save" button.

B. Excel Import Process:

Step 1:

First, ensure that you have filled in the necessary details within the Excel template you wish to import.

A. Go to Transaction → General Information/ BS/ P&L

B. Click on the option labeled "Import".

Next, browse your computer to locate the Excel template file you wish to import. When browsing, select the appropriate file.

Finally, proceed with the import process as guided by the software.

Hope This Helps.

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