These instructions are for manually uploading your chart of accounts and budget when you do not have a Movie Magic Budget file.
Import your Chart of Accounts
1. In the menu bar select General Ledger > Chart of Accounts
2. Click the Select All button
3. Right-click in the highlighted area and select Excel
4. Excel will automatically appear (might be hidden behind Eclipse window)
5. In Excel Insert, edit or delete rows for each account. Please refer to the Chart of Accounts article for a more detailed explanation of this section. Make sure to save the file as you work, refer to the Instructions for Saving Files within Eclipse article.
6. Once your Chart of Accounts looks good in excel, select all the code lines (do not copy the headers, footers, or the columns beyond the headers). Right-click and select Copy
7. Go back to Eclipse, right-click on the Chart of Accounts window main body and select paste. Your Chart of Accounts will now be updated. Make sure to go back and close the Excel window.
Import your Budget
8. Next, you need to import your Budget. In the menu bar select General Ledger > Budget Worksheet
9. Click the Select All button at the bottom left of the window, right-click in the highlighted area and select Excel.
10. Excel will automatically appear (might be hidden behind Eclipse window)
11. In Excel Insert, edit or delete rows for each account. Please refer to Chart of Accounts for a more detailed explanation of this section. Please refer to the Budget Worksheet page to understand what each column stands for.
12. Once your Budget looks good in excel, select all the transaction lines in excel (do not copy the headers, footers, or the columns beyond the headers). Right-click and select Copy
13. Go back to Eclipse, right-click on the Budget Worksheet window main body and select Paste. Your Budget Worksheet will now be updated. Make sure to go back and close the Excel window.
The chart of accounts and budget will now be uploaded into the Eclipse database.