cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Intuit

Journal Entry Import in QuickBooks Online

Learn how to import journal entries in QuickBooks Online.

Step 1: Prep your spreadsheet

Before you import your journal entries, make sure everything looks correct in your spreadsheet which must be saved as a CSV file.

Fill in the required columns:

    • Date
    • Account name
    • Journal number
    • Debit
    • Credit

If your spreadsheet has new accounts, be sure to add them in your chart of accounts before importing

Step 2: Import your journal entries

  1. Select Settings ⚙️, then select Import Data.
  2. Select Journal Entries.
  3. On the Download page, select Browse.
  4. Note: If you need help formatting your journal entries, select Download a sample file.
  5. Find and select your CSV file. Select Open, then Next.
  6. 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.
  7. Select Next.
  8. Select Start import. If there’s an error, select Download and correct. Then, edit the file and try again.
  9. Select Done.

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

Was this helpful?

You must sign in to vote, reply, or post