I have monthly equals Excel spreadsheet that I wish to enter into QuickBooks as a journal entry. Is there a way this can be imported or will I have to enter each line in manually?
Is this the way most record business card transactions - through journal entries?
Hello karlie79, thanks for posting on the Community page, you can try import them in via the main cogwheel>import data> Journal Entries( we would advise you look at the import guide first so that you get it all correct ready to be uploaded), if this doesn’t work for you then it is a case of having to manually enter each line onto the journal.
I use Equals in sterling & euros and upload a csv downloaded from Equals then I sort in to currencies in Excel, then in Quickbooks>Transactions > link account > Upload from file. Then treat entries as usual bank feed. Generally post about 200-250 transactions a month.
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