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Level 1

Posting journal entries with various dates

Hi,

 

I have a prepayment I want to post for whole year (FEB TO DEC) . So it should have same journal no., amount, description, debit/credit, etc for each journal. Only the month should be different.

 

A.t.m. I can only post journal per each date.

 

What I would actually like to be able to do is:

-Post one journal. 

Input description, amount, etc.

-But, I don't want to post 12 journals for 12 months with same info.

 

Is there a simpler way to do this?

 

thanks,

 

2 Comments
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Level 11

Posting journal entries with various dates

Utilize the 3rd party tool to import your JE data in bulk

https://transactionpro.grsm.io/qbo

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

The template should be like this

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   
Highlighted
Level 10

Posting journal entries with various dates

@nima11 

 

I would use the Recurring Journal Entry feature in QBO (Gear icon > Lists > Recurring Transactions > Select New > Type = Journal Entry). You can select Reminder Type if you want the same JE number. Normally, you don't use the same JE number, you want to use something like 1000-1, 1000-2 and so on numbering. 

 

There is no need to waste money and buy a 3-rd party app just to enter a simple transaction as you want.

 

Recurring_Journal_Entry.png

 

 

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