Solved

How do I import a journal entry from excel into quickbooks online advanced?

3 replies
46 views

I have a complex journal entry that will be needed every month. Research says a journal entry can be imported but it doesn't look there is a spot to do that?

QuickBooks Online

C

Charies_MAnswer

Level 9

[Thanks for coming here today, kirin.

You'll want to use a 3rd party importer tool that can help import Journal Entries from Excel into QBOA. You can visit our QuickBooks App Center to look for a third-party application that best suits your business needs.

Here's how:

Select Apps from the sidebar menu.
Go to the Find Apps tab.
Enter a keyword in the search bar or click the Browse category button to filter the results.

Also, you'll want to check out our Help Articles to help you with the tasks and tips when using QBO.

If you have any other concerns or follow-up questions, you’re always welcome to tag me in your reply. I’m just a few clicks away from you. Have a great day and keep safe.

Fiat Lux - ASIA

Level 14

Prepare your JE data with the following template

RefNumber	TxnDate	PrivateNote	IsAdjustment	Currency	ExchangeRate	Account	LineAmount	LineDesc	Entity	Class	Location
101	01/10/2020	Wire Transfer	FALSE			Savings	-50.00	Credit Savings
101	01/10/2020	Wire Transfer	FALSE			Checking	50.00	Debit Checking
102	01/10/2020	Wire Transfer	FALSE			Savings	200.00	Debit Savings
102	01/10/2020	Wire Transfer	FALSE			Checking	-200.00	Credit Checking

then utilize an importer tool

https://transactionpro.grsm.io/qbo

C

Charies_MAnswer

Level 9

[Thanks for coming here today, kirin.

You'll want to use a 3rd party importer tool that can help import Journal Entries from Excel into QBOA. You can visit our QuickBooks App Center to look for a third-party application that best suits your business needs.

Here's how:

Select Apps from the sidebar menu.
Go to the Find Apps tab.
Enter a keyword in the search bar or click the Browse category button to filter the results.

Also, you'll want to check out our Help Articles to help you with the tasks and tips when using QBO.

If you have any other concerns or follow-up questions, you’re always welcome to tag me in your reply. I’m just a few clicks away from you. Have a great day and keep safe.

K

kirinAuthor

Thanks for your answers.

Sign up

Login with SSO

Let's get you signed in

Login with SSO