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maxjunerd
Level 1

automate data entry for journal entry for Quickbooks Desktop

I have an automated process for data manipulation from Toast to display in Tableau. Data is stored in Snowflake. At the moment I have to enter data to Quickbook Desktop manually. Is there any solution that helps me automate data entry from data in Snowflake to Quickbook Desktop? 

2 Comments 2
Fiat Lux - ASIA
Level 15

automate data entry for journal entry for Quickbooks Desktop

You need to schedule your data download locally from Snowflake and run Windows Scheduler to automate an importer tool that accesses the database file and migrates the JE to your QBD file.

https://transactionpro.grsm.io/qbd

 

Mich_S
QuickBooks Team

automate data entry for journal entry for Quickbooks Desktop

I can think of two ways how you can enter data for journal entries in QuickBooks Desktop, @maxjunerd

 

Let me share with you some information about handling your data.

 

In QBDT, data entry for JE can be done either manually or in bulk using IIF files. I'll show you the detailed steps:

 

To add JE manually:

 

  1. Open the Company menu and click on Make General Journal Entries.
  2. Fill in the fields to enter your journal entry. 
  3. Ensure your debits are equal to your credits once you’re done.
  4. Click on Save or Save & Close.

 

To import IIFs: 

 

 Note: Before importing the files, make sure to back up your company. This way, you can restore data easily in case you encounter any problems along the way.

 

  1. Log in to your company as an administrator. If Multi-user mode is on, open the File menu, then click on Switch to Single-user Mode.
  2. Click on the File menu, then hit Utilities.
  3. Choose Import, then click on Import IIF.
  4. Choose the IIF file you want to import, then hit Open.
  5. Click on OK to confirm.

 

Additionally, feel free to read about the limitations when importing and exporting IIF.

 

You can always get back to us by leaving a reply to this thread. We're here to back you and your business. Take care and have a good one!

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