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M
MCruz
March 20, 2019
Question

How to create and import journal entries?

  • March 20, 2019
  • 26 replies
  • 195 views

I need to enter journal entries into QB from an excel file how do I create an import?

    26 replies

    HoneyLynn_G
    HoneyLynn_G
    Level 6
    March 20, 2019

    Hi there, @MCruz.

     

    Thank you for choosing QuickBooks Desktop as your accounting tool. I can help you create and/or import the journal entries.

     

    Currently, entering journal entries into QuickBooks from an Excel file is unavailable. You'll have to convert the Excel file to Intuit Interchange Format (.IIF) file.

     

    There are plenty of applications that you can use in converting the file to .IIF. I suggest visiting the Intuit Marketplace to look for compatible applications in meeting QuickBooks import requirement.

     

    If you don't want to use any application, you have to manually enter the journal entry transactions by clicking the Company menu and choosing Make General Journal Entries.

     

     

    That should get you on the right track, @MCruz.

     

    Let me know if there's anything else you need. I'm still here to offer more assistance. Have a good one.

    D
    DPTrain
    August 25, 2019

    Why isn't this feature available except through costly add-ons? Quickbooks has had 27 years to develop this simple feature.

      J
      JanyRoseB
      Level 5
      August 26, 2019

      Thanks for joining this thread, @DPTrain.

       

      I understand how entering journal entries into QuickBooks from an Excel file would be helpful for you. Finding new ways to adapt to our customers’ needs is how QuickBooks gets even better. 

       

      I'll make sure to take note of your request and will update you once we receive product enhancement about the availability of this option. Please know that the change is also based on how popular a specific request is. 

       

      In the meantime, you may want to consider the workaround provided by my colleague HoneyLynn_G which is to convert the Excel file to Intuit Interchange Format (.IIF) file. 

       

      Feel free to post again if you have any other concerns related to QuickBooks. The Community team will always here to help. 

      A
      Anonymous
      March 21, 2019

      You can convert your transactions in Excel to an IIF file for import using our BRC IIF Transaction Creator 

        D
        Dex1
        February 23, 2020

        Hector Garcia gives a good run down of how to create an iif file, along with a free template, but here's one of the simplest solutions.

        J
        JSN489
        March 31, 2020

        Hello All,

         

        Please help us for how to import journal entries from Excel file to quickbooks. so please share the step by step the method to send my gmail a/c [email address removed] 

         

        Regards,

        Jay

        Fiat Lux - ASIA
        Fiat Lux - ASIA
        Level 14
        March 31, 2020

        @JSN489 

        If you are not familiar with IIF, utilize the trial period of these 3rd party importer tool.

        https://transactionpro.grsm.io/qbd

         

        The template should be like this

        RefNumberTransaction DateAccountDebit Credit MemoNameClassBillableIs AdjustmentCurrencyExchange RateHome Currency AdjustmentAmounts in Home Currency
        127/09/2020Checking  130PR 092518John Smith NN    
        127/09/2020Wages200 PR 092518John Smith NN    
        127/09/2020Payroll Taxes Payable 50PR 092518John Smith NN    
        127/09/2020Health Insurance Payable 20PR 092518John Smith NN    
        D
        Dex1
        November 16, 2021

        Intuit has provided two integrated ways to import Journal Entries from Excel that cost nothing:

         

        1) IIF Files. These delimited text files can be challenging to implement, but they are well documented, provide a solution to many import tasks, and there are lots of users that have provided videos to help walk you through the process.

         

        2) QuickBooks SDK.  Intuit has made their software development kit for QuickBooks Desktop available to anyone who wants to use it.  Yes, it is quite technical to go down this path, but it is very powerful if you want to take the time to learn how to use it.

         

        For more integrated solutions, Intuit has left this function to third-party developers.  There are costs generally associated with these solutions, but some are quite inexpensive. LeftBrainLogic has one that is very simple and inexpensive.

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