For Checks I have seen option "Batch Enter Transactions", where bulk entries can be posted at once, similar to that is any way to post JE, through google search I have come across Quick Books IIF format import and some third party paid tools for import and export of JE, instead is there any other way.
I opened a entered JE in QB and selected Transaction Journal and extracted it as Excel report, thought of importing it into QB with new data but could not find a way.
Welcome back to the Community, @RAVIKARRA.
To get the General Journal Entries from the Excel to QuickBooks Desktop (QBDT), you can import them as Intuit Interchange Format (IIF) files. The steps to do this are pretty quick. Before doing so, make sure to create a backup of your company file.
Once done, here's how to import IIF files:
To learn more about the process such as the limitations, consider checking out this article: Export, import, and edit IIF files.
Reach out to me in the comment section if you have any other issues or concerns. I'm always here to assist. Have a wonderful rest of the day!
If you won't want to learn to write your own IIF files, use our BRC IIF Transaction Creator to create them from your worksheet data. It creates IIF files tailored to your company file for reliable importing.
How do you form an IIF file from excel? I know the steps to import an IIF file, but I was wondering if you can have a journal entry in excel, then copy paste it to the "make general journal entries".
Yes, you're able to import lists and transactions using MS Excel, CSV, and IIF file formats into QuickBooks Desktop (QBDT). Here are the following list you can perform to process the transaction:
For the complete tally of lists and transactions that you can import to QBDT, I'd recommend checking out this article: Import and export data in QuickBooks Desktop (Lists and Transactions you can import drop-down). It also includes helpful links on ways to import info in QuickBooks.
You'll first have to install the QuickBooks Import Excel and CSV toolkit to import the list in the CSV format. Before doing so, please know that you can't undo the info you import. You should make a backup just in case. Whenever you're ready, here's how:
Feel free to mention me in the comment section if you have more file management concerns. I'm here to back you up always. Stay safe and have a great day!
Prepare the JE data with the following template
|RefNumber||Transaction Date||Account||Debit||Credit||Memo||Name||Class||Billable||Is Adjustment||Currency||Exchange Rate||Home Currency Adjustment||Amounts in Home Currency|
|1||27/09/2020||Checking||130||PR 092518||John Smith||N||N|
|1||27/09/2020||Wages||200||PR 092518||John Smith||N||N|
|1||27/09/2020||Payroll Taxes Payable||50||PR 092518||John Smith||N||N|
|1||27/09/2020||Health Insurance Payable||20||PR 092518||John Smith||N||N|
then utilize one of the importer tools as I mentioned earlier.