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Salessio0564
Level 2

Importing journal entries with various dates

I’m cleaning up 2023 quickbooks and noticed some bank transactions missing from the bank feed. I would like to know if I can import a journal entry file with various dates?

3 Comments 3
James_AL
QuickBooks Team

Importing journal entries with various dates

Hello there, Salessio0564.

 

I can provide information on importing journal entries with various dates.

 

In QuickBooks Online, you have the option to import journal entry files with different dates. The most efficient way to import a file is by using a CSV format.

 

Here’s how you can do it:

 

  1. Login to QuickBooks Online.
  2. In Transactions, go to Bank Transactions.
  3. Choose the tile corresponding to the account from where you want to add the transaction.
  4. In the Link account dropdown, click Upload from the file.
  5. Choose Drag and drop or select files and decide the file you downloaded from the bank and click Continue.
  6. Select the account you want to download the transactions into in the QuickBooks account dropdown.
  7. To match the columns, follow the onscreen steps on how and hit Continue.
  8. Decide what transactions you want to import and select Continue, then Yes.
  9. Once finished, click Done.

 

For further information on manually uploading your bank transactions in QBO, you can use this article:  Manually upload transactions into QuickBooks Online.

 

Additionally, you can reconcile your books in QBO when your bank transactions are ready. You can learn more by scanning this article: Reconcile an account in QuickBooks Online.

 

Let me know if you have additional questions regarding your missing transactions. I'm always here to assist. Keep safe! 

Deity Alpha
Level 3

Importing journal entries with various dates

@Salessio0564 

You  can use MT Online or one of the converter tools with a one time license 
as a workaround.
(link removed by moderator)

 

Rainflurry
Level 13

Importing journal entries with various dates

@Salessio0564 

 

Beware of links posted by @Deity Alpha.  Those are affiliate links that are against community guidelines.

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