cancel
Showing results for 
Search instead for 
Did you mean: 
zafersh
Level 1

Import / Export General Journal entries in QB Premier 2020

We're a shipment company and we have many entries every day. We have the data in excel file exported from our shipment system and we need to import it into QuickBooks.

 

I find the following similar answer: https://quickbooks.intuit.com/learn-support/en-us/other-questions/re-send-and-import-general-journal...

 

But I could not find the Accountant menu within QuickBooks Premier 2020.

 

Is there a way to import general journal entries with QuickBooks Premiers 2020 or we have to upgrade to a different version?

 

Please help ASAP.

2 Comments 2
AlcaeusF
Moderator

Import / Export General Journal entries in QB Premier 2020

Hello @zafersh,

 

Welcome to the Community. Let me provide some information about importing data in QuickBooks Desktop.

 

For the Premier version, the Accountant tab is available at the top menu bar. In between the Favorites and Company option (see screenshot below).

 

1.JPG

 

Currently, importing general journal entries using an Excel spreadsheet is unavailable. For now, you can only upload Customer, Vendor, Items, and Chart of Accounts using that format.

 

I recommend converting it to an IIF file to import your journal entries using the current version you have in the system. You can search for a third-party application that will perform the conversion process on your behalf.

 

To import, here's how:

 

  1. Log in to your company file as an admin.
  2. Go to File and select Switch to Single-user Mode.
  3. Make a backup of your company file.
  4. Go to the File menu and select Utilities, then Import.
  5. Choose IIF Files
  6. Press Import IIF
  7. Browse to your IIF file. Select it and then select Open.
  8. Select OK to confirm your data was imported.

For additional reference, I've attached some articles you can use to learn more about the data you can import in QuickBooks:

 

Please know that I'm just a post away if you have any other questions. Wishing you all the best.

BigRedConsulting
Community Champion

Import / Export General Journal entries in QB Premier 2020

The Accountant menu is, I think, only available when using the Accountant SKU.

 

You can import Journals using IIF files.  If your Journals can be opened in Excel, or entered into Excel in some way, then you can use our BRC IIF Transaction Creator Pro  to create IIF files from them for import.

Need to get in touch?

Contact us