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Level 1

Importing Journal Entries

Is it possible to upload/import general journal entries into Quickbooks online? If not, how about copying and pasting from excel. 

25 Comments
Content Leader

Re: Importing Journal Entries

Hello @jporet,

 

It's nice to have you in the Community. I'm here to provide clarification about importing general journal entries into QuickBooks Online. 

 

So that I'm able to provide you with the best information, could you please let me know which version of QuickBooks Online that you're using and the region of your business? 

 

I'll be on the lookout for your reply. Best regards. 

Level 1

Re: Importing Journal Entries

Hi, thanks for responding. We have Quickbooks Online Plus. Hoping you can help :) 

Content Leader

Re: Importing Journal Entries

Hello again, @jporet,

 

Thank you for getting back to me and providing that clarification. 

 

QuickBooks Online has multiple ways of importing mass transactions. One of these options is to import an Excel file, but this is currently limited to deposits and checks. 

 

You may wish to consider using a third-party tool to assist with importing the journal entries. The following article contains additional insight on this: Import Batch Transactions.

 

I can see how additional options for importing transactions, such as journal entries, would be beneficial to you and others. I'm going to submit feedback from my side, which is sent to the Product Development Team for consideration for software updates. QuickBooks Online is constantly evolving and adding features based largely on the suggestions of users, like yourself. 

 

If I can be of any additional assistance, please don't hesitate to let me know. Have a good one.

Highlighted
Level 10

Re: Importing Journal Entries


@DavidSC wrote:

Hello again, @jporet,

 

 

I can see how additional options for importing transactions, such as journal entries, would be beneficial to you and others.  I'm going to submit feedback from my side, which is sent to the Product Development Team for consideration for software updates. QuickBooks Online is constantly evolving and adding features based largely on the suggestions of users, like yourself. 

 

 

 

 

 

 

Level 1

Re: Importing Journal Entries

We do payroll for several clients on QB Desktop.  One of our clients uses QBO, and we currently do a journal entry in their system to log each payroll run.  I know that ADP, Paylocity, Paycor, etc. all have the ability to dump their journal entries into Quickbooks.  Is there a way for me to do that as well?  Dump the Desktop JE into the QBO system to record the payroll?

 

TIA,

Dani

Moderator

Re: Importing Journal Entries

Hey there, Danijor.

Let me provide a little more information about importing journal entries in QuickBooks Online.

 

I can definitely see how this feature would be useful. However, importing journal entries from the desktop version isn't currently offered in QuickBooks Online.

 

I recommend sending this request straight to our product engineers through feedback. Your feedback and product suggestions will be used for coaching for our product developers. As a team with a massive road-map, we have to pick new features based on the value they’ll add to the most users possible.

 

We aren't able to tell when a feature will be available. We share recent happenings and future developments on our blog. Through this, you're able to get the latest news about QuickBooks and what our Product Care Team is working on. 
You can check out this link: https://quickbooks.intuit.com/blog/.

 

For additional help, feel free to reach out to our Customer Care Team. You can get our most updated contact number here:

 

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

 

I wish you and your business continued success. I'm here if you have any other questions.

Level 2

Re: Importing Journal Entries

Why has importing journal entries not become an option at this point. I find it absolutely stupid that a platform made for businesses and and accountants lacks such a fundamental feature offered in nearly all competing products. Completely dumbfounded at why QuickBooks would want users to migrate to online and not have key features available to them. 

Level 3

Re: Importing Journal Entries

Hello,

 

Just noticed that inquiry regarding the JEs.

 

As there were already told about third party apps that can help with importing journal entries to QuickBooks, I believe I can add up with the name of the application that can do that in a very convenient and a quick way using .xlsx(excel) and .csv formats as data inputs. 

 

 The app I am talking about is Business Importer. Perfectly aligned with QuickBooks Online and will make using of QuickBooks even more pleasant and effecient. When kind of stuff could be done only through QuickBooks then the other part could be smoothly done through Business Importer to fulfull your tasks.


I would also state that the app has built-in guidances to help you with the importing process. Also, they do have a support team that also will be helping you should you need this.

 

Hope that information will make your QuickBooks experience even more happier.

Level 1

Re: Importing Journal Entries

Hi,

 

How do I load business importer?

 

Thanks

Moderator

Re: Importing Journal Entries

I'd agree with what Aleh said, Steve.

 

Business Importer integrates to QuickBooks so you can easily import and export transactions or documents. With regards to the integration process, I'd recommend reaching out to the Business Importer's support team. They can guide all through out the process.

 

I'd also let our Product Development Team know about adding the option to import or export journal entries. They'll evaluate this idea and put it into consideration for future updates.

 

Feel free to drop by again if you need anything else.

 

Level 1

Re: Importing Journal Entries

We are a non-profit organization looking to move to the online platform.  Currently, we have QuickBooks Desktop Enterprise, which allow us to import Excel files beautifully.  I cannot imagine going back to keying a 300 line journal entry manually, or a 150 line A/P invoice manually for our credit card.  This feature that is not supported in the online platform will be the breaking point for us.  This is very unfortunate.  In this day and age, uploading files is a necessity for all growing businesses.

Level 1

Re: Importing Journal Entries

I would also greatly benefit from being able to import journal entries from Excel into QB. I have a large client for whom my main "task" is monthly adjusting journal entries and they can be anything up to 100 lines in one journal entry. A feature like this would save me a huge amount of time and increase efficiency!! Fingers crossed! :) 

Level 2

Re: Importing Journal Entries

Tottaly agree!

Moderator

Re: Importing Journal Entries

Thanks for sharing your insights, amercer, leandra1 and andry.

 

I'll send this feedback on my end so our developers can check if they add this feature in the upcoming updates. For now, I recommend checking our QuickBooks Blog in your free time. You'll get updated of the newly released features.

 

Just hit reply button anytime for more concerns. Wish your business continued success.

Level 2

Re: Importing Journal Entries

Absolutely want to be able to import Journals. This is critical for accountants acting for clients.

Moderator

Re: Importing Journal Entries

I know how convenient  it is to import a Journal Entry, especially for accountants, TonyArm.

 

As my colleagues mentioned above, this feature request has already been forwarded to our developers. They'll put this into consideration for future updates. I'll personally send a request about this feature, too.

 

Meanwhile, you can check our blog for the latest features that QuickBooks had released.

 

Keep me posted if there's anything you'd like to know about our new features. Have a nice day!

Level 1

Re: Importing Journal Entries

Add me to the list - our transactional system generates hundreds of JVs we need to manually enter. Will likely be end of lifing QB Online soon if we don't find a way to import.

QuickBooks Team

Re: Importing Journal Entries

Thanks for joining us here in the Community, @rL360.

 

QuickBooks strives to help our customers run their business easier. Having that said, our developers are continually working to meet customers' needs and demands.

 

Integrating with a third party application that supports importing the journal entries is the workaround that we offer. As of now, we don't have a specific time frame as to when this is going to be available. Rest assured, I will update this thread whenever I receive updates about this concern so you'll be notified.

 

Additionally, to be updated with our latest news and updates including product improvements, please visit our QuickBooks Online Blog.

 

In case you have any concerns that requires live technical support, you can always find our contact details here: Contact the QuickBooks Online Customer Support Team.

 

Keep me informed should you need anything else about QuickBooks. I'll be around to help you out. More power to your business!

Level 1

Re: Importing Journal Entries

I agree. 

It is stupid. 

Third party apps have service fees. It’s a simple request to import JEs using Excel. Any other way is unacceptable. 

Moderator

Re: Importing Journal Entries

Thanks for joining this thread, CherylW.

 

I would have to agree that having an option to import journal entry is convenient for you and your business.

 

While we don't have this option, I will take note of your experience and forward this to our product developers. Our engineers make improvements in QuickBooks Online by listening to our customers' suggestions and comments.

 

I'll also give you an update here as soon as this feature is implemented.

 

As always, you can check regularly for product improvements and feature enhancement through this link: QuickBooks Blog.

 

If you have other questions, I'm glad to answer them. Just post it here as a comment and I'll take a look at it. Take care.

Level 1

Re: Importing Journal Entries

it QBO essentials.

QuickBooks Team

Re: Importing Journal Entries

Importing Journal Entries (JE) to QBO can be a great help, NarenU.

 

Though we can import data to QBO, it's only limited to:

  • Customers
  • Vendors
  • Accounts
  • Products and Services
  • Bank Data

Currently, all versions of QuickBooks Online doesn't have the ability to import Journal Entries. 

 

As mentioned by my colleagues, you'll want to use a third-party app to import your Journal Entries. Go to the Apps tab to see a list of available apps you can use.

 

I know that they already send feedback, I'll forward a new one so they can prioritize this feature, and implement it soon.

 

For your guide: you'll want to check this article: Common questions about importing data to QuickBooks Online.

 

I'm always here if you need anything else. 

Level 1

Re: Importing Journal Entries

I am with everyone else on this thread.

 

The deeper I get into using QuickBooks the more frustrating I am beginning to find it... How can a company that claims to makes accounting easy not have the capability of allowing mass transactions / journals to be posted from a csv or Excel file. It is almost 2020, not 1990. I was using accounting software in the 90s that allowed for uploading transcations / journals.

 

Come on QuickBooks. How hard can it be? You have given us the ability to import bank data, customers etc but not journals? This makes no sense at all. In the UK you are losing your reputation to comparable and superior software. I have 100s of journals I need to upload now, and naively assumed your software could handle this simple request.

Level 1

Re: Importing Journal Entries

How do you import an Excel file into Enterprise?  I'm looking to avoid keying in a journal entry into the Make General Journal Entries form.

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