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Level 1

Is there a way to import an excel file as a journal entry? I have a payroll that I want to enter so I don't need to enter manually...

 
2 Comments
QuickBooks Team

Is there a way to import an excel file as a journal entry? I have a payroll that I want to enter so I don't need to enter manually...

Thank you for posting here in the Community, @asherbrody.

 

QuickBooks Online (QBO) has different ways of importing transactions. However, to option to import journal entries as an Excel file is currently unavailable in the QBO US version.

 

As a workaround, you can consider looking for a third-party application that can import your journal entries in QBO. To find a third-party application, you can go to the Apps menu and search for an importer that integrates with QuickBooks.1.PNG

For now, you can visit our blog site so you'll be able to get the latest news about QuickBooks and what our Product Care Team is working on. 

 

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I'll be more than happy to assist you again.

Level 15

Is there a way to import an excel file as a journal entry? I have a payroll that I want to enter so I don't need to enter manually...

@asherbrody 

You need an importer tool to do so.

https:// transactionpro.grsm.io/qbo

 

Prepare the 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   

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