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Frequent Explorer *

how to link a customer to a journal in quickbooks online

I need to enter transactions into journals for every customer. I already have customers in my quickbooks can I link them to their transactions using journals?

5 Comments
QuickBooks Team

Re: how to link a customer to a journal in quickbooks online

I can walk you through on linking customers to a journal entry, Nikhilreddy118.

 

You can follow these steps:

  1. Open or create a Journal Entry.
  2. Under Name column, select the name of the customer.
  3. Select Save and close.

 

That's it! If there’s anything else that I can help you with, click on the Reply button and post your comment. I’ll be happy to assist you further.

Frequent Explorer *

Re: how to link a customer to a journal in quickbooks online

Hi Alex thanks for replying . I want to add the journal using api. in refference to below link  

https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/journalentry#create-...

can I use CustomerRef where we specify customer id ?

Frequent Explorer *

Re: how to link a customer to a journal in quickbooks online

Hi Alex Thank you for response 

I want to add journals using quickbooks online apis. Do you know how to add a journal with customer name 

below is the link which has the api. which I would follow for creating a journal


https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/journalentry#create-...

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Established Community Backer ***

Re: how to link a customer to a journal in quickbooks online


@Nikhilreddy118 wrote:

I need to enter transactions into journals for every customer. I already have customers in my quickbooks can I link them to their transactions using journals?


Journal entries should be the exception when using QB, they often do not work as you think they should, and  when you use inventory type items they never work for inventory. It is much better to use the forms on the home page the way QB is designed to be used.    Journal entries also bypass accrual/cash reporting, and will not show on many reports.

QuickBooks Team

Re: how to link a customer to a journal in quickbooks online

Hello, @Nikhilreddy118,

 

Let's get you to another forum for our Intuit Developers. It's a place where different developers and coders help each other about app development, integrations, and programming. They'll be able to help you create a journal entry using QuickBooks Online APIs.

 

Should have any other concerns, please don't hesitate to post again. The Intuit Community is always here to help you with any QuickBooks you may be having.

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