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shelly-anthony-c
Level 1

How do I import a journal entry using an excel csv file? Is there a template to use for importing journal entries?

 
5 Comments 5
4Gal
Level 11

How do I import a journal entry using an excel csv file? Is there a template to use for importing journal entries?

Prepare your JE data with the following template

RefNumberTxnDatePrivateNoteIsAdjustmentCurrencyExchangeRateAccountLineAmountLineDescEntityClassLocation
10101/10/2020Wire TransferFALSE  Savings-50.00Credit Savings   
10101/10/2020Wire TransferFALSE  Checking50.00Debit Checking   
10201/10/2020Wire TransferFALSE  Savings200.00Debit Savings   
10201/10/2020Wire TransferFALSE  Checking-200.00Credit Checking   

 

Then use an importer tool to proceed

https://get.transactionpro.com/qbo

 

RCV
QuickBooks Team
QuickBooks Team

How do I import a journal entry using an excel csv file? Is there a template to use for importing journal entries?

I know it's important to import the journal entries. I'm here to share some insights about this, shelly-anthony-c.

 

As of now, the option to import your journal entry to QuickBooks Online is unavailable. We see consumer feedback as an opportunity to improve the numerous features of our products. I'd recommend giving our engineers direct feedback. They may look into this suggestion and incorporate it into future updates. Here's how:

 

  1. Go to the Gear icon.
  2. Hit Feedback.
  3. Type in your recommendation in the Share your feedback field.
  4. Click Next.
  5. Follow the on-screen instructions to complete the process.

 

 As a workaround, I'd suggest manually creating the transactions in the program. As always, since all businesses are unique, you may wish to reach out to your accountant for additional guidance to ensure the account you need to apply when recording the transaction. Here's how:

 

  1. Click the + New Plus icon. 
  2. Select Journal entry.
  3. On the first line, select an account from the Account field. Depending on if you need to debit or credit the account, enter the amount in the correct column.
  4. On the next line, select the other account you're moving money to or from. Depending on if you entered a debit or credit on the first line, enter the same amount in the opposite column.
  5. Check the amounts - you should have the same amount in the Credit column on one line and the Debit column on the other. This means the accounts are in balance.
  6. Enter information in the memo section so you know why you made the journal entry.
  7. Press Save and new or Save and close.

 

You'll want to check for a third-party application that can help you with importing the journal entries. Check out this link for a list of QuickBooks-compatible apps: https://quickbooks.intuit.com/app/apps/home/. We can also do it in QBO by following the steps below:

 

  1. Go to Apps on the left side menu.
  2. Search for the app in the Find apps to streamline your work field.
  3. Look for an app that supports the import feature.

 

Any questions about integrating the app into your Online account should be directed to the app's third-party provider. Additionally, I've included an article that'll help you stay informed about importing data to QuickBooks Online: What Information can I Import?.

 

I'm only a few clicks away if you need assistance with your other QuickBooks tasks. It's always my pleasure to help you out again.

muather
Level 1

How do I import a journal entry using an excel csv file? Is there a template to use for importing journal entries?

need journal entry templet please

Deity Alpha
Level 7

How do I import a journal entry using an excel csv file? Is there a template to use for importing journal entries?

@muather 

You can check the reference posted by 4Gal.

Heide DC
QuickBooks Team

How do I import a journal entry using an excel csv file? Is there a template to use for importing journal entries?

I'll share information about Journal Entry in QuickBooks Online (QBO), Muather.

 

Creating a template for journal entries and importing it to QBO is currently unavailable. However, we can manually enter the entries by following these steps:

 

  1. Go to the +New and choose Journal Entry.
  2. Select an account from the Account dropdown.
  3. On the next line, select the other account you're moving money to or from. Depending on if you entered a debit or credit on the first line, enter the same amount in the opposite column.
  4. Check the amounts and ensure you have the same amount in the Credit column on one line and the Debit column on the other. It means the accounts are in balance.
  5. Enter information in the memo section to know why you made the journal entry.
  6. Select Save and new or Save and close.

 

You can also utilize a third-party importing tool since QBO integrates with a various app to help you run your business.

 

If your journal entry involves bank transactions or credit card accounts, you can import those transactions into QuickBooks using CSV files. This way, you can categorize the imported tractions.

 

In addition, you can check this article if you need to edit a journal entry to update and correct it: Reverse or delete a journal entry in QuickBooks Online.

 

You can reply in the comment section if you need more help with the journal entry template in QBO. I'm always glad to help in any way I can.

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