move in progress loans, with no interest into QB desktop

I've got a couple of info and steps to ensure you can manage the said data in QuickBooks Desktop (QBDT), @Kehn Construction.

You can import your vendor and chart of accounts lists, checks, and other transactions from your paper ledger using an Excel or CSV format (hey're simple text files containing tabular data) into QBDT .First, you'll need to manually enter your data somewhere else like an Excel spreadsheet.

For more info, please check out this article: Lists and transactions you can export in QBDT.

To import a list in the CSV format, you'll have to install the QuickBooks Import Excel and CSV toolkit. The toolkit contains the following:

• Import from Excel and CSV Manual – a PDF document with instructions, best practices, and notes.
• CSV Examples Folder – 4 sample CSV files, one for each type of list.
• XLS Example Folder – a sample Excel file containing 4 worksheets, one for each type of list.
• Allowed fields – a reference guide explaining what fields are available for Excel and CSV import.

Once ready, here's how to proceed:

1. Open the file download window for the toolkit, and then select Save.
2. Go to your Windows Desktop, and then click Save.
3. Double-click QuickBooks_Import_Excel_and_CSV.exe on your Windows desktop to open the WinZip Self-Extractor window.
4. Choose Browse, select the folder where you want to install the toolkit (such as your Desktop), then OK.
5. Select Unzip to extract the contents, and then choose Close to close the WinZip Self-Extractor window.
6. Open the QuickBooks Import Excel and CSV folder from the location you selected in Step 4.

For more details, please review this resource: Import CSV files.

To import your entries though Excel, please refer to this article for the steps: Import/Export Excel files.

Once successful, you can begin tracking your loans using the QuickBooks Loan Manager. First, you'll need to set up a liability, vendor, and expense account. Then, record and track them using Step 2 in this article: Use QuickBooks Loan Manager.

To review your loan details, please go to the Summary tab of your QuickBooks Loan Manager. With regards to the accounts to use, I recommend consulting an accountant for the best advice since every business has a unique set up.

For good practice, I suggest backing up your company files. This way, you can restore them anytime in case of accidental data loss.

Fill me in if you have more questions about managing your data in QBDT. I'd be glad to help you some more. Take care and stay safe always.

LOL, I think a fundamental part of my post was missed, misunderstood, or misleadingly stated. 

1. The history ledgers for the loans are literally on PAPER.  I'm good but exporting a handwritten ledger from paper to a CSV file can't be done.  I would still have to manually record it somewhere first.  The "checks" written in the old program can not be exported, that program doesn't have any type of report that could be used and filtered to find the transactions, nor does it support exports, part of the reason I'm moving away from it. 

2. The COA already has the long term liability accounts and vendor accounts set up. (2 COA & 4 vendors that apply to these transactions and I can't tell the difference of the COA's other than the name) I wasn't asking which one to use.  For now, I'll keep each loan in the same COA it was coded to in the old program to make year-end easier for the CPA.  

My questions are setting up the loans in the loan manager, you gave me an article and I will review it. And How to best recode the 2-3 month's worth of payments that were made in QB, coded to the correct COA, but not currently tracking against the actual loans, as the loan manager was not set up yet. 

For now, I'll go through the loan manager article you sent and see if that gets me far enough along to answer my questions.  If not I'll reply to this thread will more specific questions. 

Did you ever get an answer to this?  I have the same question- I've got several loans that are in progress and I want to enter them into QB as of 12/31/2020 and not go back 4 years! 

I'd be glad to help you enter loans in QuickBooks Desktop, @KHKELLYKS.

When you record a loan in QuickBooks, you need to select a liability account for it. Here's how to set up the account:

1. Go to the Lists menu and then choose Chart of Accounts.
2. Right-click anywhere, then click New.
3. Select Other Account Types, then select the right account type for your loan:

• • Other Current Liability: Use this for short-term loans payable over one year.
  • Long Term Liability: Use this for long-term loans payable over a longer period.

     4. Select Continue and then enter the name and number of the account.

     5. Once done, click Save & Close.

Now that you have a liability account for the loan, here’s how to record the loan amount.

1. Go to the Banking menu and then select Make Deposits.
2. If the Payments to Deposit window opens, select Cancel.
3. In the Make Deposits window, choose the account to deposit the loan under the Deposit To field.
4. Check the Date and enter an optional Memo.
5. In the From Account column, chose the Liability account you created.
6. In the Amount column, enter the loan amount.
7. Once done, click Save & Close.

You'll want to track your loan with the help of the Loan Manager. Feel free to check this article for the details: QuickBooks Loan Manager.

Don't hesitate to comment down below if you have some clarifications. I'll be around to help you. Have a nice day.