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jsedigo2
Level 2

Importing Journal Entries in Quickbooks Online US version

I've read that in QBO Canada version, there is a way to import journal entries (Import Data then Upload csv file of the journal entry). This feature is really convenient to users who use journal entry to accrue expenses at month-end. Why is this feature not available in the US version? You'd have to get an importer app that's from a third-party to be able to import JEs. That's another $$ to spend.

 

 

8 Comments 8
Mich_S
QuickBooks Team

Importing Journal Entries in Quickbooks Online US version

I agree that importing journal entries in QuickBooks Online is very useful in keeping your books accurate and organized, @jsedigo2.  

 

The reason why your desired feature may be available in QuickBooks Canada but not in the US version could be due to differences in accounting standards that can vary between countries. For now, other than integrating a third-party importer application to QBO, you may add your transactions manually as a  workaround. Let me walk you through how:

 

  1. Go to the + New menu.
  2. Select Journal entry.
  3. Enter all necessary details needed.
  4. Once done, click Save and new or Save and close. (Review image for reference)

        

 

Learn more about what information you can import to QuickBooks Online by exploring our Importing Data FAQs.

 

Furthermore, I'd suggest providing feedback on this. Your ideas are highly useful to our Product Development team, as they enhance your experience in QBO. Here's how:

 

  1. Click on the Gear icon at the top-right, then hit Feedback.                                                                                                                                        
  2. Fill in with your comments or product suggestions.
  3. Then choose Next to send feedback.                                                                                                                                                 

 

Feel free to explore our QuickBooks Online Feature Requests webpage for any feature request updates.

 

Please post again if there's anything else I can do to assist you. I'll be right here to provide you with answers. Keep safe.

jsedigo2
Level 2

Importing Journal Entries in Quickbooks Online US version

Thanks for your response  @Mich_S .

My problem arise when I need to make a journal entry with more than 50 lines. Not all companies are willing to pay an additional fee to use a third-party app only to upload a journal entry once a month. It just isn't economical.

I'll provide feedback to the developers as you provided. 

 

Fiat Lux - ASIA
Level 15

Importing Journal Entries in Quickbooks Online US version

It's quite possible that ProAdvisor's in the US are against the idea of ​​having it as the default feature.

jsedigo2
Level 2

Importing Journal Entries in Quickbooks Online US version

That could be it! But maybe they could add it for a specific role? 

PEOForward
Level 1

Importing Journal Entries in Quickbooks Online US version

Please ignore - message was meant to be replied under Mich_S.

PEOForward
Level 1

Importing Journal Entries in Quickbooks Online US version

Hello Mich_S - I was curious if this feature is still not available in the US version or does it now allow to import journal entries?

FateCandylaneT
QuickBooks Team

Importing Journal Entries in Quickbooks Online US version

I appreciate the effort in seeking updates when importing journal entries into QuickBooks Online, peoforward.

 

I see how the option to import journal entries may be a great way to save time and reduce manual errors, this feature is still unavailable in QuickBooks Online (US). You may take into account the workaround shared by my colleague above or consider exploring third-party applications to import journal entries as a workaround. 

 

You can check for supported apps through our QuickBooks Apps Store or from the Apps menu. To do this:

 

  1. In your QBO file, go to the Apps menu and select Find Apps.
  2. Enter a keyword in the search bar or Click the Browse category button to filter the results.
  3. Select the app you want to use and click Get app now.

 

In addition to that, I'll take note of your feedback to help improve our service and your overall QuickBooks experience. You may also personally send this idea to product developers, so they can work on its progress to include them in future updates. Here's how:

 

  1. Go to the Gear icon and select Feedback.
  2. Enter your product suggestions or feedback.
  3. Then, click Next to submit feedback.

 

Moreover, I'm including these references to help you in managing your entries and some frequently asked questions when importing data:

 

 

You can always leave a reply below if there's anything else you need further assistance with when managing data entries in your file. Just let me know anytime you need help. I'll ensure to get you covered. Keep safe and have a good one!

4Gal
Level 11

Importing Journal Entries in Quickbooks Online US version

@PEOForward 

You still need an importer tool.

https://get.transactionpro.com/qbo

 

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