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Buy nowIt's nice to see you here in the Community, @zfurman-greenlig.
I'm here to provide some insights about how you can import journal entry templates in QuickBooks Online.
The option to import journal entries differs on the country/region of QuickBooks you're currently using. The instruction on the link you've added works for QBO UK versions.
For QuickBooks Online US users, you may consider utilizing a third-party importing tool. QBO integrates with a various app to help you run your business easier.
You can check for supported apps from the Apps menu or through this link: Find the right apps for your business.
On the other hand, you also have the option to enter your journal entries manually in the system. Here's a great reference that you can scan through about the complete details on this process together with understanding the debits and credits: Learn how to record journal entries in QuickBooks Online.
I'd be happy to assist you if you have more questions with importing entries or with QuickBooks. Just leave a reply below. Keep safe!
Utilize the trial version of an importer tool to do so.
https:// transactionpro.grsm.io/qbo
Prepare the 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 |
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