How to reload Data

There are various reasons why you may need to reload data in RealTime CEO:

• The wrong month’s files were loaded.
• There is an untagged account that you want to tag.
• There were adjustments made to the accounts in a prior period after the data was loaded into RTC.

To reload the most recent month:

You can reload the most recent month of data loaded into RTC as many times as needed.  The process deletes what is there and reloads it so you will need to re-do any Normalization of Owners Salary and Non-Business Adjustments as part of the process also.

1. Select Enter Data from the left-hand menu.
2. Click Reload under Reload Most Recent Month.
3. Click Import.
4. Click the Select File button to find the CSV files for that month (Income Statement and Balance Sheet).
5. Follow the normal data loading instructions from here.  See How to load and check Monthly Data

To reload data older than the most recent month:

Email Support and we will clear the data back to the date you request.  Data should then be re-exported from your accounting system and reloaded sequentially from that month onwards using the normal data loading instructions (link above).