Posting journal entries with various dates

nima11 · ‎February 28, 2020

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,

Fiat Lux - ASIA · ‎February 28, 2020

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

RefNumber	TxnDate	PrivateNote	IsAdjustment	Currency	ExchangeRate	Account	LineAmount	LineDesc	Entity	Class	Location
101	01/10/2020	Wire Transfer	FALSE			Savings	-50.00	Credit Savings
101	01/10/2020	Wire Transfer	FALSE			Checking	50.00	Debit Checking
102	01/10/2020	Wire Transfer	FALSE			Savings	200.00	Debit Savings
102	01/10/2020	Wire Transfer	FALSE			Checking	-200.00	Credit Checking

vpcontroller · ‎February 28, 2020

@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.

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