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Stephanie1708
Level 1
posted
‎April 04, 2023 10:55 AM
last updated ‎April 04, 2023 10:55 AM

I cannot see the format of the journal import document. Do you have the csv or excel format of the journal layout to import journal entries?

please can you direct me to where I can obtain the excel document to import journal entries?
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2 Comments 2
JaeAnnC
QuickBooks Team
QuickBooks Team
‎April 04, 2023 12:59 PM

I cannot see the format of the journal import document. Do you have the csv or excel format of the journal layout to import journal entries?

Welcome to the Community.

 

Yes, Stephanie. I'd be delighted to share the format when importing Journal Entries into QuickBooks Online (QBO).

 

With QBO's import feature, you can easily import journal entries using a CSV or Excel file. To do that:

 

  1. Go to + New.
  2. Select Journal Entry.
  3. Click Import.

 

Before doing so, ensure that your file includes the following information:

 

  • Journal No
  • Journal Date
  • Journal Code
  • Account Name
  • Journal
  • Debits
  • Credits
  • Select date format

 

For more information about importing data in QBO, you can read this article: Common questions about importing data to QuickBooks Online.

 

In addition, you can print a single journal entry or multiple entries on one report in QBO. To do so, you'll have to customise the report. 

 

Please know you're always welcome to visit us again for any additional concerns. I'm always here with you to assist you further. Keep safe!

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Fiat Lux - ASIA
Level 15
‎April 04, 2023 09:56 PM

I cannot see the format of the journal import document. Do you have the csv or excel format of the journal layout to import journal entries?

@Stephanie1708 

You can prepare JE with the following template

RefNumberTxnDatePrivateNoteIsAdjustmentCurrencyExchangeRateAccountLineAmountLineDescEntityClassLocation
10101/10/2020Wire TransferFALSE  Savings-50.00Credit Savings   
10101/10/2020Wire TransferFALSE  Checking50.00Debit Checking   
10201/10/2020Wire TransferFALSE  Savings200.00Debit Savings   
10201/10/2020Wire TransferFALSE  Checking-200.00Credit Checking   

 

then use an importer tool to proceed

https://get.transactionpro.com/qbo

 

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