---
title: "Importing Accounting Lines (Budget)"
canonical: "https://kb.uconn.edu/space/FPB/10893689260/Importing%20Accounting%20Lines%20(Budget)"
format: markdown
---
Users can import Accounting Lines directly into any eDoc that has Accounting Lines in Kuali Financial Systems (KFS). 

## General Guidelines 

Keep the following in mind as you import Accounting Lines.

- The spreadsheet must be saved as a CSV file.
- If an import is done on both the debit and credit (to/from) sides, then each must have its own import file.
- Base Budget amounts cannot be imported.

## Importing Accounting Lines

1. Navigate to the **Accounting Lines **tab.
2. Click on **Import Templates**.   
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3. <span style="color: #000000">Select the appropriate template for the eDoc (e.g., DI, GLT, BA, etc.) from the </span><span style="color: #000000">**Data Import Templates**</span><span style="color: #000000"> menu. </span>
  1. <span style="color: #000000">In the example images below, </span><span style="color: #000000">*GEC_YEGEC_Import.xls*</span><span style="color: #000000"> has been selected.</span>  
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:check_mark: Tip: <span style="color: #000000">Save frequently used templates on your desktop for easy access. </span>
4. <span style="color: #000000">A dialog box will open asking what you wish to do with the import file. Select </span><span style="color: #000000">**Save As**</span><span style="color: #000000"> to save it as an Excel document on your computer.  </span>  
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<span style="color: #000000"> </span>
5. Open the Excel document you saved.
6. Enter the **Accounting Lines**. The columns with red headings are required.
7. Change the **Amount** column’s format to *General* to remove any commas in the column.
8. Delete the first three lines of text.
9. Save the Excel document as a CSV file.
  1. Click on **Other Formats. **
  2. Select the **CSV Comma Delimited** option.
10. <span style="color: #000000">From the eDoc’s </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>
11. <span style="color: #000000">Click on the </span><span style="color: #000000">**Choose File**</span><span style="color: #000000"> button. </span>
12. Find your CSV import file.
13. Click **Open**.
14. Click the **ADD **button next to the **Choose File** button to finish importing the Accounting Lines.

<span style="color: #000000">The Accounting Lines will then be successfully imported into your eDoc.  </span>

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