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KAdj
Level 1

Journal Entry

Hello, 

 

Can I make a journal entry and save it as draft 1st? I checked but could not find any topic nor feature. 

 

Thank you. 

2 Comments 2
4Gal
Level 11

Journal Entry

You can prepare your JE data in the following template

RefNumberTxnDatePrivateNoteIsAdjustmentCurrencyExchangeRateAccountLineAmountLineDescEntityClassLocation
10101/10/2020Wire TransferFALSE  Savings-50.00Credit Savings   
10101/10/2020Wire TransferFALSE  Checking50.00Debit Checking   
10201/10/2020Wire TransferFALSE  Savings200.00Debit Savings   
10201/10/2020Wire TransferFALSE  Checking-200.00Credit Checking   

 

then use an importer tool to proceed.

https://get.transactionpro.com/qbo

 

AlcaeusF
Moderator

Journal Entry

Hi KAdj,

 

Welcome to the Community. I can clarify things about the feature you need when entering a journal in QuickBooks Online.

 

The option to enter a journal entry as a draft to continue entering details later is unavailable. You'll need to save the entry to avoid data loss in the system.

 

At the moment, we don't have a workaround yet to streamline the process. As we assess this, I recommend sending feedback straight to our product engineers.

 

Here's how:

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Feedback under Profile.
  3. Share your feedback.
  4. Hit Next to submit.

 

Also, when you reverse a journal entry, QuickBooks creates a new journal entry to balance accounting. It's a record of the change you made. I've attached a link you can use to learn more about the process you can use in the future: Reverse or delete a journal entry in QuickBooks Online.

 

Drop me a comment below if you have any other questions about entering transactions or managing journal entries. We'll be sure to help you out. Have a great day ahead.

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