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# How to Import Trial Balance Into COUNT

You can import a trial balance into COUNT using a CSV or Excel file. This is commonly used when setting up a new company or bringing opening balances from another accounting system.
A trial balance represents your account balances as of a specific date, and each row should represent one account.
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### Steps to Import a Trial Balance

1. From the left-hand menu, click **Accounting**, then select **Journal Entries**.
 In the top-right corner, click the **import icon**.
![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/capturejpg_kydhgp.jpg)
2. On the upload screen, review the trial balance requirements:
* Each row should represent **one account**
* Your file must include an **Account Name** and either a **Debit** or **Credit** balance
* The first row of your file must contain **column headers**
3. Enter the **Header row number** that contains the column headers in your file. COUNT will begin importing data from the row below the header.
4. Upload your **CSV or Excel file** by dragging and dropping it into the upload area, or by clicking **upload** to select the file from your computer.
 Once the file is uploaded, click **Next**.
![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/tb2_1fcyhdi.png)
5. Review the column matching. Select the **As of date**. This date represents the point in time for the balances being imported, and all account balances will be recorded as of this date. Click **Next**.  ![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/tb3_gfucaw.png)
6. Review the row matching to confirm that the account names and balances are correct. When everything looks good, click **Import.**
![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/tb4_1jyajxl.png)hen the import completes, you’ll see a confirmation message like this: ![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/tb5_1pp4mln.png)
| Pro Tip Before importing your trial balance, make sure that: Each account appears only once in the file, debit and credit amounts are not entered in the same row, the total debits equal total credits, this helps ensure your trial balance imports cleanly and avoids reconciliation issues later.