1. In Administration, Import Records, save and close the import parameter.
  2. Open the CSV file being imported using Excel.
  3. Review the rows, and remove any negative numbers.
    Note: Negative transaction amounts cannot be imported or entered manually. Use debits and credits instead to reflect the appropriate activity.
  4. Select the "Amount" column on the file.
  5. Right-click and choose Format Cells from the pop-up menu.
  6. Change the cell formatting to Text.
  7. Click OK.
  8. Save and close the file.
  9. In Administration, Import Records, open the saved import parameter and click Validate.
  10. After verifying the import is valid, click Import.