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konuzulike
November 13, 2021
Solved

How can i import journal entry into QBO from Excel document?

  • November 13, 2021
  • 35 replies
  • 103 views
No text available
Best answer by CharleneMaeF

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

 

As of now, the option to import your journal entry to QuickBooks Online is unavailable. As a workaround, I'd suggest manually creating the transactions in the program. 

 

Here's how:

 

  1. Go to the + New menu.
  2. Select Journal entry.
  3. Enter all necessary details needed.
  4. Once done, click Save and new or Save and close.

 

You may also consider using a third-party tool to import your journal entries. To do this, I'd recommend our QuickBooks Apps article. There, you can find an app that suits your business needs.

 

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, konuzulike. It's always my pleasure to help you out again.

35 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
Level 14
November 13, 2021

You have to use a 3rd party importer tool to do so.

https://transactionpro.grsm.io/qbo

 

CharleneMaeFQuickBooks TeamAnswer
QuickBooks Team
November 13, 2021

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

 

As of now, the option to import your journal entry to QuickBooks Online is unavailable. As a workaround, I'd suggest manually creating the transactions in the program. 

 

Here's how:

 

  1. Go to the + New menu.
  2. Select Journal entry.
  3. Enter all necessary details needed.
  4. Once done, click Save and new or Save and close.

 

You may also consider using a third-party tool to import your journal entries. To do this, I'd recommend our QuickBooks Apps article. There, you can find an app that suits your business needs.

 

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, konuzulike. It's always my pleasure to help you out again.

ddecusatis1
January 27, 2023

It is completely unacceptable for a legitimate accounting software package to not offer this feature.  I find the QBO model of being "bare bones" on functionality, and then requiring apps/bolt-ons to perform standard accounting tasks is so frustrating for accountant users of the system.

 

Intuit has a market capitalization over $100B and refuses to make simple updates to its software, for functionality that already exists in its desktop product; yet it wants users to migrate from desktop to online.  

 

    User987
    May 31, 2023

    I also think it's a non-sense that upload feature is NOT available for QBO.  Or at least, they should have the copy and paste feature available so we can do multiple lines/rows at a time.  A single entry per each cell at a time in 2023 is a joke!

      Fiat Lux - ASIA
      Fiat Lux - ASIA
      Level 14
      June 1, 2023

      @User987 

      You need an importer tool as I mentioned earlier.

      https://get.transactionpro.com/qbo

       

      SammiJane
      June 2, 2023

      The QBO UK version offers journal imports so there is no reason, beyond sheer greed, that the US version cannot.

       

      I would put down money that QBO owns the 3rd party applications as well and just wants you to pay extra for functionality.

        FBQwBk
        August 3, 2023

        Hi, 

         

        Thank you for reaching out.  Currently for US customers, this is not available, because we want to make sure our 3rd party developers can turn a profit by offering solutions to simple problems.

         

        If you are in the UK though, you can follow these simple instructions.

         

        https://quickbooks.intuit.com/learn-support/en-uk/help-article/import-export-files/import-journal-entries-quickbooks-online/L4tQBwbs7_GB_en_GB?uid=lkvd2wf2

         

        Best Regards

         

         

        yebcpa
        October 17, 2023

        I'll add in my frustration as well. I've used QBO for a number of years and definitely miss some of the basic features you get with QBD, but I moved forward. I'm now implementing QBO for a new company as a stop-gap measure while I look for a more robust system. Needless to say, I have quite a few journal entries to get in, and to maintain going forward.  Extremely disappointed that importing isn't a feature, particularly since this thread started 2 years ago. As others have stated, it appears that Intuit has no plans to include this very basic feature.

         

        Fiat Lux - ASIA
        Fiat Lux - ASIA
        Level 14
        October 18, 2023

        @yebcpa 

        You can still use QB Desktop.

        ybrumfield
        October 18, 2023

        I'm migrating from MIP to QBO.  But, I have thoight about QBD as an option, but considering this is intended to be temporary,, and using QBD would require hosting (extra $$), it's not a real option right now.

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