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asalam-biausa-or
Level 1

If I need to upload an excel Journal Entry into QB on line, how would I do that? is there such a function in QB like other software?

Does QB allow for manual upload of a journal entry via excel?
4 Comments 4
4Gal
Level 11

If I need to upload an excel Journal Entry into QB on line, how would I do that? is there such a function in QB like other software?

Prepare your JE data with the following template

RefNumberTxnDatePrivateNoteIsAdjustmentCurrencyExchangeRateAccountLineAmountLineDescEntityClassLocation
10101/10/2020Wire TransferFALSE  Savings-50.00Credit Savings   
10101/10/2020Wire TransferFALSE  Checking50.00Debit Checking   
10201/10/2020Wire TransferFALSE  Savings200.00Debit Savings   
10201/10/2020Wire TransferFALSE  Checking-200.00Credit Checking   

 

then use an importer tool proceed

https://get.transactionpro.com/qbo

 

jeanbiverly_
QuickBooks Team

If I need to upload an excel Journal Entry into QB on line, how would I do that? is there such a function in QB like other software?

Welcome to the Community, Asalam!

 

The option to import a journal entry from Excel to QuickBooks Online is currently unavailable. However, you can enter it manually. It's essential to seek the guidance of your accountant to ensure that your books are accurate.

 

Here's how to manually enter a journal entry:

 

  1. Go to the +New menu.
  2. Select Journal entry.
  3. Complete all the necessary details.
  4. Click Save and close.

 

Additionally, you can use a third-party app to import it. You can find one within our program by following these steps:

 

  1. Go to the Apps menu.
  2. Select the Find apps tab.
  3. Type the app name in the search bar or choose the Browse category dropdown menu to explore different apps.

 

You can also follow 4Gal's advice.

 

In case you want to swap the debits and credits or delete the journal entry entirely, you can check out this article for guidance: Reverse or delete a journal entry in QuickBooks Online.

 

If you have any other concerns besides importing your journal entry through Excel, please feel free to get back to this thread. The Community is always eager to assist. Stay safe!

BigRedConsulting
Community Champion

If I need to upload an excel Journal Entry into QB on line, how would I do that? is there such a function in QB like other software?

@jeanbiverly_ 

RE: Currently, the option to import a journal entry through Excel to QuickBooks Online is unavailable.

 

"The option... is unavailable", doesn't make any sense. I don't know why you guys all write like that.

Also, "through Excel" doesn't make any sense.

 

Do you mean:

"Currently, QuickBooks Online does not have the ability to import a journal entry using an Excel worksheet as the source."?

 

Because, if so, that would actually make sense.

chris-daupler-co
Level 3

If I need to upload an excel Journal Entry into QB on line, how would I do that? is there such a function in QB like other software?

QBO does not have importing enabled in the US. They do internationally. They will lie that it is related to accounting standards. Accounting standards have no bearing on importing journals. 

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