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edgar-tamayo
Level 1

How can I import the general ledger in excel format to Quickbooks?

I have a General Ledger from a previous year in Excel format. I would like to import it into Quickbooks.

Solved
Best answer October 15, 2018

Best Answers
IntuitChristineMarie
Level 2

How can I import the general ledger in excel format to Quickbooks?

Hello edgar.tamayo,

I'm glad you posted!

When you import a general ledger from an excel file, you can only bring in account balances and details; individual transactions can't be imported. To do this, you can click on the Gear icon in the upper-right to open the company menu, then click on Import Data. From there, select Accounts and follow the prompts (you can download a sample file there as well to make sure your formatting is correct) to import the list of accounts and their balances.


If you need an import solution that links transactions, please refer to the Intuit Marketplace for third-party developers. You can visit this article: https://apps.intuit.com/.

You can go to Import Limitations for more details.

Please let me know if you need anything else. I'm always happy to help!

View solution in original post

6 Comments 6
mypinoytax
Level 1

How can I import the general ledger in excel format to Quickbooks?

I am not online subscriber of intuit, I bought my license from reseller. Can i also purchase this app? My QB files were infected by wallet ransomeware virus. I have excel transactions of these QB files and would like to import it to QB. Hope you can help me. Thank you, <a rel="nofollow" target="_blank" href="mailto:mypinoytax@yahoo.com.ph">mypinoytax@yahoo.com.ph</a>
IntuitChristineMarie
Level 2

How can I import the general ledger in excel format to Quickbooks?

Hello edgar.tamayo,

I'm glad you posted!

When you import a general ledger from an excel file, you can only bring in account balances and details; individual transactions can't be imported. To do this, you can click on the Gear icon in the upper-right to open the company menu, then click on Import Data. From there, select Accounts and follow the prompts (you can download a sample file there as well to make sure your formatting is correct) to import the list of accounts and their balances.


If you need an import solution that links transactions, please refer to the Intuit Marketplace for third-party developers. You can visit this article: https://apps.intuit.com/.

You can go to Import Limitations for more details.

Please let me know if you need anything else. I'm always happy to help!

View solution in original post

aemqbaccountant
Level 1

How can I import the general ledger in excel format to Quickbooks?

I’ve just posted a similar question of my own - I need to get a complete GL, with transactions, from QB into QB, so that I can work with the data. I’ve just clicked a number of times on your link for Intuit Marketplace, and it says it can’t find that server.
aemqbaccountant
Level 1

How can I import the general ledger in excel format to Quickbooks?

*from Excel into QB - oops.
IntuitChristineMarie
Level 2

How can I import the general ledger in excel format to Quickbooks?

Hello @aemqbaccountant,

I've updated my answer above with the actual link to Intuit Marketplace.

Thanks, @aemqbaccountant!
gpiard
Level 1

How can I import the general ledger in excel format to Quickbooks?

I do not see a column in the sample file for Account Balances. I only see Account Number, Account Name, Type and Detail Type. Am I missing something? (My company uses another system to book journal entries, but we want the month end balances in QB to leverage the reporting capabilities.
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