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How do i import trial balance to quickbooks online?
please im a new accountant, fresh grad badly need advices on how
You can use JE to import Trial Balance.
Another option, 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 use an importer tool proceed.
https://get.transactionpro.com/qbo
As an additional option, use a backup restore app to lower any risks.
https://partnerwithus.rewind.com/quickbooks
It's good to see you here in the QuickBooks Community, Ella15. I'll ensure you can import the Trial balance into QuickBooks Online.
Please keep in mind that the ability to import the Trial balance directly is only available in certain QuickBooks regions or countries. With this, importing your trial balance data directly into QBO is presently not possible in the UK version. As a workaround, you can import the Trial balance as a Journal entry as suggested by Fiat Lux - ASIA. You can view the step-by-step process by clicking on the link provided by Fiat.
Additionally, you may also visit the Apps menu inside QBO to find a specific app that you can integrate with QuickBooks. This will allow you to import your trial balance entries instantly into QBO.
Here's how:
Lastly, refer to this article if you need extra details on how importing data works in QuickBooks so you can manage them effectively in QBO: Common questions about importing data to QuickBooks Online.
Please post here again if you have other concerns with QuickBooks that you need help with. I'll be right here to help you out. Have a good one!
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