How do I import a journal entry from excel into quickbooks online advanced?

kirin · ‎February 22, 2022

I have a complex journal entry that will be needed every month. Research says a journal entry can be imported but it doesn't look there is a spot to do that?

Charies_M · ‎February 22, 2022

[Thanks for coming here today, kirin.

You'll want to use a 3rd party importer tool that can help import Journal Entries from Excel into QBOA. You can visit our QuickBooks App Center to look for a third-party application that best suits your business needs.

Here's how:

Select Apps from the sidebar menu.
Go to the Find Apps tab.
Enter a keyword in the search bar or click the Browse category button to filter the results.

Also, you'll want to check out our Help Articles to help you with the tasks and tips when using QBO.

If you have any other concerns or follow-up questions, you’re always welcome to tag me in your reply. I’m just a few clicks away from you. Have a great day and keep safe.

View solution in original post

Fiat Lux - ASIA · ‎February 22, 2022

Prepare your JE data with the following template

RefNumber	TxnDate	PrivateNote	IsAdjustment	Currency	ExchangeRate	Account	LineAmount	LineDesc	Entity	Class	Location
101	01/10/2020	Wire Transfer	FALSE			Savings	-50.00	Credit Savings
101	01/10/2020	Wire Transfer	FALSE			Checking	50.00	Debit Checking
102	01/10/2020	Wire Transfer	FALSE			Savings	200.00	Debit Savings
102	01/10/2020	Wire Transfer	FALSE			Checking	-200.00	Credit Checking

then utilize an importer tool

https://transactionpro.grsm.io/qbo

Charies_M · ‎February 22, 2022

[Thanks for coming here today, kirin.

You'll want to use a 3rd party importer tool that can help import Journal Entries from Excel into QBOA. You can visit our QuickBooks App Center to look for a third-party application that best suits your business needs.

Here's how:

Select Apps from the sidebar menu.
Go to the Find Apps tab.
Enter a keyword in the search bar or click the Browse category button to filter the results.

Also, you'll want to check out our Help Articles to help you with the tasks and tips when using QBO.

If you have any other concerns or follow-up questions, you’re always welcome to tag me in your reply. I’m just a few clicks away from you. Have a great day and keep safe.

kirin · ‎February 24, 2022

Thanks for your answers.

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How do I import a journal entry from excel into quickbooks online advanced?