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Import journal entries in QuickBooks Online

SOLVEDby QuickBooks6Updated 1 month ago

Learn how to import journal entries in QuickBooks Online.

With QuickBooks Online’s import feature, you can easily import journal entries. We’ll show you how using a CSV or Excel file.

Whether you are an entrepreneur or an accountant, you can easily import journal entries into QuickBooks. Learn how to do this depending on your situation.

Note: Turn off account numbers before you begin importing your journal entries. This will ensure a smooth import. The account numbers can be turned back on once your import is complete.

Step 1: Prep your spreadsheet

Note: The spreadsheet file format may vary depending on your operating system. If you are using MacOS, the column separator in your file will be a semicolon. If you are using Windows, the separator will be a comma.

Before you import your journal entries, make sure everything looks correct in your spreadsheet.

  1. Make sure that your file includes following information (at least):
    • Journal No
    • Journal Date
    • Journal Code
    • Account Name
    • Journal
    • Debits
    • Credits
    • Select date format
  2. If your spreadsheet has new accounts, be sure to add them in your chart of accounts before importing.

Step 2: Import your journal entries

Note: You can turn on class tracking to import journal entries with classes.

  1. Go to Settings ⚙️, then select Import Data.
  2. Select Journal Entries.
  3. On the Download page, select BrowseNote: If you need help formatting your journal entries, select Download a sample file.
  4. Find and select your CSV or Excel file. Select Open, then Next.
  5. Map your information. Your Field represents the headers on your spreadsheet. From each small arrow ▼ icon, select the one that matches a field in QuickBooks Online.
  6. Select Next. If there’s an error, edit the file and try again.
  7. Select Start import.
  8. Select Done.

Once you’re done, you can use the search function to check and edit the journal entries.

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