---
title: "Importing Accounting Lines into an Internal Billing"
canonical: "https://kb.uconn.edu/space/FPB/10893689094/Importing%20Accounting%20Lines%20into%20an%20Internal%20Billing"
format: markdown
---
Staff can import Accounting Lines directly into any eDoc with fields for Accounting Lines.  

1. Save the spreadsheet as a CSV file.
2. If you wish to do an import on both the income and expense sides, create two import files (one for each side).  
:check_mark: Tip: Save frequently used templates on your desktop for easy access.
3. Navigate to **Internal Billing**.
4. Click on the **question mark symbol **next to the Internal Billing heading.
5. <span style="color: #000000">Under the "Overview" sub-menu, click </span><span style="color: #000000">**Data Import Templates**</span><span style="color: #000000"> and choose the appropriate template for the eDoc.</span>
6. <span style="color: #000000">An Excel spreadsheet will open. Enter the Accounting Lines. The columns with red lines are required. </span>
7. <span style="color: #000000">Enter the Accounting Lines. The columns with red headings are required.</span>
8. In the Amount column, change the format to **General **to remove any commas if any are present. This column should contain no commas.
9. Delete the first three lines of text.
10. Save the document as a CSV file.
  1. Click on **Save As**.
  2. From the drop-down menu next to Save as Type, select **CSV (Comma delimited)**.
  3. <span style="color: #000000">Click the </span><span style="color: #000000">**Save **</span><span style="color: #000000">button.  </span>
11. <span style="color: #000000">You may receive a prompt(s) like the one shown below. Click </span><span style="color: #000000">**Yes **</span><span style="color: #000000">for these prompts. </span>  
> Macro (inline-media-image)

<span style="color: #000000"> </span>
12. <span style="color: #000000">On the </span><span style="color: #000000">**Accounting Lines**</span><span style="color: #000000"> tab, click the </span><span style="color: #000000">**Import Lines**</span><span style="color: #000000"> button.  </span>
13. <span style="color: #000000">Click </span><span style="color: #000000">**Choose File**</span><span style="color: #000000">.</span>
14. Locate your CSV import files.
15. Click **Open**.
16. Click the **ADD **button next to the filename.

<span style="color: #000000">Doing so will complete the process. Your Accounting Lines will be successfully imported into your eDoc.  </span>

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