ddoran
Level 1

How to import journal entry from spreadsheet?

How do I import a journal entry from a spreadsheet?
MariaSoledadG
QuickBooks Team

Banking

I'll guide you on how you can import journal entries from the spreadsheet, ddoran.

 

For now, importing journal entries from the spreadsheet is unavailable. As a workaround, you can enter the data manually or you can search and use a third-party application instead. This is one of the great ways so you can save time and reduce manual errors. 

 

You can check out supported apps through our QuickBooks Apps Store or from the Apps menu.

 

To do so, 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.

 

Furthermore, you may want to export some of your list reports to Excel, check out this article for the complete steps: Move Your List To QuickBooks Online.

 

Reach out to us if you need further assistance when importing journal entries. The Community is always right here to help you anytime.

4Gal
Level 11

Banking

@ddoran 

Prepare your JE data 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