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Journal Entry
Hello,
Can I make a journal entry and save it as draft 1st? I checked but could not find any topic nor feature.
Thank you.
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You can prepare your JE data in the following template
RefNumber | TxnDate | PrivateNote | IsAdjustment | Currency | ExchangeRate | Account | LineAmount | LineDesc | Entity | Class | Location |
101 | 01/10/2020 | Wire Transfer | FALSE | Savings | -50.00 | Credit Savings | |||||
101 | 01/10/2020 | Wire Transfer | FALSE | Checking | 50.00 | Debit Checking | |||||
102 | 01/10/2020 | Wire Transfer | FALSE | Savings | 200.00 | Debit Savings | |||||
102 | 01/10/2020 | Wire Transfer | FALSE | Checking | -200.00 | Credit Checking |
then use an importer tool to proceed.
https://get.transactionpro.com/qbo
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Hi KAdj,
Welcome to the Community. I can clarify things about the feature you need when entering a journal in QuickBooks Online.
The option to enter a journal entry as a draft to continue entering details later is unavailable. You'll need to save the entry to avoid data loss in the system.
At the moment, we don't have a workaround yet to streamline the process. As we assess this, I recommend sending feedback straight to our product engineers.
Here's how:
- Click the Gear icon in the upper-right corner.
- Select Feedback under Profile.
- Share your feedback.
- Hit Next to submit.
Also, when you reverse a journal entry, QuickBooks creates a new journal entry to balance accounting. It's a record of the change you made. I've attached a link you can use to learn more about the process you can use in the future: Reverse or delete a journal entry in QuickBooks Online.
Drop me a comment below if you have any other questions about entering transactions or managing journal entries. We'll be sure to help you out. Have a great day ahead.