cancel
Showing results for 
Search instead for 
Did you mean: 
deepti3_1
Level 2

how do I import Journal Entries into Quickbooks online?

how do I import Journal Entries into Quickbooks online from excel file.

Solved
Best answer October 31, 2023

Best Answers
Jelayca V
QuickBooks Team

how do I import Journal Entries into Quickbooks online?

I appreciate the screenshot you've provided, @deepti3_1.

 

Regarding the steps that are shared above, they apply to QBO Canada (CA). However, the option to import journal entries may be a great way to save time and reduce manual errors, is currently unavailable in QuickBooks Online United States (US). But don't worry, there's a workaround for this. You can explore third-party apps to import JE as a workaround. 

 

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

 

Here's how:

 

  1. In QBO, go to the Apps menu at the left pane to get to the Finds Apps page.
  2. Enter a keyword in the Search address (i.e. import).
  3. Select the app you want to use.
  4. Click Get app now.

 

You would see several third-party apps available that can help you import data into QBO. These apps provide additional functionalities, such as data validation and advanced mapping options, to enhance your importing experience.

 

I would also note that having this option could be helpful for your business. Our Product Engineers are always looking for ideas to improve QBO, and we encourage collaboration with our customers to identify areas for improvement.

 

Furthermore, if you want to see the list of what you can import to QBO, refer to this article: Move your lists to QuickBooks Online.

 

If there's anything more I can help you about managing journal entries, just let me know by leaving a comment below or posting again. Have a great day ahead. 

View solution in original post

15 Comments 15
4Gal
Level 11

how do I import Journal Entries into Quickbooks online?

Trish_T
QuickBooks Team

how do I import Journal Entries into Quickbooks online?

Hi deepti3_1, 

 

The information provided by 4Gal provides the information you need, to successfully import your journal entries seamlessly.  I would just like to add, that you can download a sample file from QuickBooks Online, to get a full view of the required elements for a smooth transition.  Here's how;

 

1. Open your Settings ⚙ and select Import Data

2. Click on the Journal Entries tile

3. Hit the link to Download an example

Note;  Ensure there are no empty columns, or blank lines on your spreadsheet.

4. Prepare your spreadsheet and save it where it's easy to locate

5. Proceed with the import process.

 

Please don't hesitate to reach back out with other questions.  We are always happy to help!

 

 

deepti3_1
Level 2

how do I import Journal Entries into Quickbooks online?

There is no Journal entry Tile after clicking the import data in the settings. Please see attached screenshot below

 
Trish_T
QuickBooks Team

how do I import Journal Entries into Quickbooks online?

Hi deepti3_1,

 

Thanks for getting back to us here.  Sadly, I cannot view the screenshot you provided.  Please confirm which QuickBooks product your are subscribed to.  We're here to help!

deepti3_1
Level 2

how do I import Journal Entries into Quickbooks online?

its Quickbooks Online

Jelayca V
QuickBooks Team

how do I import Journal Entries into Quickbooks online?

I appreciate the screenshot you've provided, @deepti3_1.

 

Regarding the steps that are shared above, they apply to QBO Canada (CA). However, the option to import journal entries may be a great way to save time and reduce manual errors, is currently unavailable in QuickBooks Online United States (US). But don't worry, there's a workaround for this. You can explore third-party apps to import JE as a workaround. 

 

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

 

Here's how:

 

  1. In QBO, go to the Apps menu at the left pane to get to the Finds Apps page.
  2. Enter a keyword in the Search address (i.e. import).
  3. Select the app you want to use.
  4. Click Get app now.

 

You would see several third-party apps available that can help you import data into QBO. These apps provide additional functionalities, such as data validation and advanced mapping options, to enhance your importing experience.

 

I would also note that having this option could be helpful for your business. Our Product Engineers are always looking for ideas to improve QBO, and we encourage collaboration with our customers to identify areas for improvement.

 

Furthermore, if you want to see the list of what you can import to QBO, refer to this article: Move your lists to QuickBooks Online.

 

If there's anything more I can help you about managing journal entries, just let me know by leaving a comment below or posting again. Have a great day ahead. 

4Gal
Level 11

how do I import Journal Entries into Quickbooks online?

@deepti3_1 

You need a 3rd party importer tool

https://get.transactionpro.com/qbo

 

deepti3_1
Level 2

how do I import Journal Entries into Quickbooks online?

Ok, thank you for your guidance.

deepti3_1
Level 2

how do I import Journal Entries into Quickbooks online?

Will that tool work on our behalf? I mean if I provide them GL, can they import on our behalf?

If yes, how do we contact them and provide them GL?

4Gal
Level 11

how do I import Journal Entries into Quickbooks online?

@deepti3_1 

They only provide the tool. You will need to purchase a third-party service to import your data. But it will be expensive unless what you need is to convert your data to QB Online

deepti3_1
Level 2

how do I import Journal Entries into Quickbooks online?

Where can we purchase third party service to import data?

And can you give me any information about the price, how much they will charge for this ?

4Gal
Level 11

how do I import Journal Entries into Quickbooks online?

You can send an email to info at fiatlux dot co dot id

They can convert data to QB Desktop and QB Online

deepti3_1
Level 2

how do I import Journal Entries into Quickbooks online?

Ok Thanks for the information.

samba001
Level 1

how do I import Journal Entries into Quickbooks online?

Does anyone know when will QuickBooks Online will allow me to import without the need of 3rd party software?
I reside in the US.

JamesM4
QuickBooks Team

how do I import Journal Entries into Quickbooks online?

Hello samba001. Welcome to the thread. I'll be glad to share more info about importing journal entries.  QuickBooks Online Canada allows you to import your journal entries. I encourage you to check out this helpful article that shows you how to: Import journal entries in QuickBooks Online. You're welcome to ask questions as you browse through the article. I've got your back. 

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us