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Can someone share the template for the journal entry import file for Quickbooks Online ? How do we include the currency in the import file ? Thank you.
Hello there, Radha Rao.
The currency isn't included as one of the columns when importing journal entries. Thus, you'll have to enter them manually.
With QBO’s import feature, you can easily transfer/copy your accounting data. Just make sure to fill in the required columns such as Date, Account number, Journal code, Debit, and Credit to successfully execute the process. Here's how to import:
You can also check out this article for more info: Common questions about importing data.
You can swing by anytime you need more help with importing your data into QuickBooks Online. I'd be glad to assist.
Prepare your JE data
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 to proceed.
https://get.transactionpro.com/qbo
As an additional option, use a backup restore app if required.
https://partnerwithus.rewind.com/quickbooks
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