I Have Made a Mistake on My Sales Ledger Import – How Do I Correct It?

Mistakes can happen when importing data into the sales ledger — whether it’s the wrong amount, reference, or account. Fortunately, correcting these errors is straightforward and can be done quickly using the same import process.

This method ensures your accounts remain clean and accurate without needing manual journal corrections or support intervention.

Don’t Panic – It’s Easy to Fix

If you've accidentally imported incorrect sales ledger entries:

• Do not try to manually delete or journal the error.

• Instead, simply reverse the mistake using another import.

How to Correct a Sales Ledger Import Mistake

1. Open Your Original Import File

   • Locate the CSV or Excel file that was used in the initial import.

   • Identify the lines that were incorrect — this could be the value, reference, or account number.

2. Reverse the Incorrect Lines

   • For each incorrect line, flip the value (change positive to negative or vice versa).

   • Keep all other details the same — account number, reference, stock number, etc.

   • This ensures the system reverses the original transaction exactly.

3. Reimport the Reversal File

   • Save the adjusted file and import it through the usual Import Journal route.

   • The system will post the reversing entries, clearing the effect of the original mistake.

4. Prepare and Import the Corrected Version

   • After the reversal is confirmed, make a clean copy of the file with the correct details.

   • Import the correct version to reapply the transactions as intended.