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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,
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 |
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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