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secelek
Level 1

How can I import sales journal excel file information

 
2 Comments
Kayla H
QuickBooks Team

How can I import sales journal excel file information

Hi there, @secelek.

 

You came to the right spot. I can provide the information needed for importing data into QuickBooks Online. 

 

To provide the best assistance, can I get a better idea of what information you're trying to bring into QuickBooks?

 

In the meantime, let's take a look at what can import from Excel.

  • Bank Data
  • Donors (Customers)
  • Vendors
  • Chart of Accounts
  • Products and Services
  • Invoices

 

 

Let me know if this resolves your question today. 

 

If you have any further questions or concerns, I'm here to help at any time.

 

I hope you have a great day ahead.

Fiat Lux - ASIA
Level 15

How can I import sales journal excel file information

@secelek 

Utilize the imprter tool to migrate any data (e.g sales) as JE into your QBO.

https://transactionpro.grsm.io/qbo

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2 

 

the template should be like this

RefNumberTxnDatePrivateNoteIsAdjustmentCurrencyExchangeRateAccountLineAmountLineDescEntityClassLocation
10101/10/2020Wire TransferFALSE  Savings-50.00Credit Savings   
10101/10/2020Wire TransferFALSE  Checking50.00Debit Checking   
10201/10/2020Wire TransferFALSE  Savings200.00Debit Savings   
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