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Level 1

How to copy and paste General Journal entries from MS Excel to Quick Books

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.

 

 

2 Comments
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Moderator

How to copy and paste General Journal entries from MS Excel to Quick Books

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:

 

  1. Sign in to QBDT as an admin, then go to the File menu at the top to Switch to Single-User Mode.
  2. Once done, go back to the File menu to get to the Utilities and Import.
  3. Choose Import IIF Files, then locate the file. 
  4. Tick Open and OK to confirm.

 

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!

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Community Champion

How to copy and paste General Journal entries from MS Excel to Quick Books

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.

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