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konuzulike
Level 1

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

 
Solved
Best answer November 13, 2021

Best Answers
CharleneMaeF
QuickBooks Team

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

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.

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35 Comments 35
Fiat Lux - ASIA
Level 15

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

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

https://transactionpro.grsm.io/qbo

 

CharleneMaeF
QuickBooks Team

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

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.

konuzulike
Level 1

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

Thank you, most appreciated!

konuzulike
Level 1

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

Thanks, is there any plan by Intuit to include that functionality in QBO?

JessT
Moderator

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

Hello, konuzulike,

 

Welcome back! Let me continue to help you out.

 

As of this writing, there isn't any plan of having an option to import journal entries. However, you can send a suggestion by clicking on the Gear icon and choosing Feedback. That way, our engineers will be aware that you want that option in QBO. The more suggestion they get, the higher the chance of getting this implemented.

 

Let me know if you have additional questions in mind. Take care and have a good one!

dank3
Level 2

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

What a joke!  I understand QBO in countries other than USA can import JEs.  And not being able to import JEs has been a known issue for several years, so one can only conclude that Intuit and its engineers don't care about its customers' simple request.

Tdevito37
Level 1

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

I agree it is a joke that you can not upload a journal entry from excel.  Why can't this be done this is the 21st century.  It can be done on QuickBooks desktop.  Just add the functionality instead of making me move to another software.

Fiat Lux - ASIA
Level 15

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


@Tdevito37 wrote:

Just add the functionality instead of making me move to another software.


 

I m not sure they will add the feature in near future. If the feature is critical for your business, you should migrate to QB Desktop or another accounting app immediately and purchase a 3rd party conversion service.

StickStick
Level 1

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

looks like the feature is in now? But they don't provide a template and only say csv file can be imported. 

GlinetteC
Moderator

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

Importing journal entries isn't available yet in the QBO US version, StickStick.

 

Although you can import transactions in bulk, this is only limited to deposits, checks, and payments.

 

Since you're using the QBO US version, you may consider using a third-party importer tool to import journal entries. I'll walk you through the steps in searching for an app within your QBO account:

 

  1. Select Apps from the sidebar menu.
  2. Go to the  Find Apps tab.
  3. Enter "import journal entry" in the search bar or click the Browse category button to filter the results.

 

You can also visit our QuickBooks App Center to find one that integrates with QBO.

 

To learn more about the data you can import into the program, please visit this link: Common questions about importing data in QBO.

 

You can always get back to the Community if you need more help managing your data in QBO.

creed1
Level 3

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

We are expecting a 30% + growth this year.  I absolutely have to have this functionality or I will drown in grunt-level data entry.  As traumatic as a move to another vendor would be, this - by itself - is enough to make me recommend a move.  Beg for a move to another company!  I've asked and re-asked this for more than four years and the answer is always the same - our engineers are aware of the requests. 

 

This makes absolutely no sense, and I don't understand how companies using ADP for payroll as an example, can use QBO if they allocate time across a broad swath of personnel.  This has to be fixed and now.  Or an alternative offered - I do not want to have to research 3rd parties ad infinitum for something that should be part of the standard package.

Fiat Lux - ASIA
Level 15

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

@creed1 

is enough to make me recommend a move.

 

QBO US version does not offer this feature yet and you will need to use a 3rd party tool. Switching to another accounting app is unavoidable in your case and purchasing a third party conversion service if needed.

Charies_M
Moderator

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

It's nice to see you here, konuzulike.

 

Fiat Lux - ASIA is correct. Though importing journal entries from Excel into QuickBooks Online (QBO) isn't available, you can use a third-party application to achieve this.

 

There are plenty of applications or apps developed by third-party businesses that sync or integrate with your QuickBooks account. These apps can extend account functionality and provide additional services for your business.

 

To find a tool for pricing rules, perform the steps below:

 

  1. Login to qbo.intuit.com
  2. From the left menu, select Apps.

Get back to the Community if you have any questions or needing help with the processes in QuickBooks. Our doors is always open and I'm here to help you at any time. Click the Reply button below to notify me. Have a wonderful day!

ddecusatis1
Level 2

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

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.  

 

creed1
Level 3

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

I think they rely on the fact that a move can be traumatic, especially with file storage having to be transferred as well as the numbers.  Granted, that's a guess.  But it is the sole reason I haven't begged for a switch.  

User987
Level 1

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

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!

Nicole_N
QuickBooks Team

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

Hi, @User987. Please know that we take your feedback seriously and will do our best to address any issues you've encountered.
 

I appreciate you sharing your ideas about adding the option to upload Journal Entries to QuickBooks Online (QBO). Since this feature is still unavailable, I highly suggest sending feedback to our product developers. This way, they can further review which parts of the program need enhancements and consider adding them to future updates. Please refer to the steps below:

 

  1. Hit the Gear icon at the top, then select Feedback.
  2. Type in your product suggestions.
  3. Click Next to submit feedback.

 

To get updates about the status of your feedback, you may visit the Customer Feedback page.
 

Moreover, we've assembled some frequently asked questions about importing data to QuickBooks Online. You may check out this link for more information: Common questions about importing data to QuickBooks Online.


Let me know if you have further questions about importing transactions in QuickBooks Online. I'd be glad to answer them for you. Take care always.

Fiat Lux - ASIA
Level 15

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

@User987 

You need an importer tool as I mentioned earlier.

https://get.transactionpro.com/qbo

 

SammiJane
Level 1

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

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.

ELAYJAY
Level 1

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

bro really said just do it manually

FBQwBk
Level 1

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

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-en...

 

Best Regards

 

 

UsedToBeHappy
Level 1

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

One of the reasons I bought into the Online version was that I could import journal entries.  Quickbooks online documentation states that you can import journal entries (and still does).  Maybe Quickbooks shut it down so that other vendors can sell you the access for additional money.  I don't know the answer.  All I know is that I cannot import simple journal entries and that I now have to physically type them in (at a much greater labor cost).  Anybody out there feel cheated?

 

And Quickbooks didn't offer me any discounts for taking away the functionality.  How about everyone else?  Any attorneys out there interested in starting a class action?

Fiat Lux - ASIA
Level 15

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

@UsedToBeHappy 

Quickbooks online documentation states that you can import journal entries (and still does)

 

Which online document are you referring to?

chris-daupler-co
Level 3

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

Since this functionality exists in UK version, how can I switch to that version? 

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