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satyadev_rao
Level 1

Can I import a JV from Excel or CSV into quick books online?

 
2 Comments 2
Kristine Mae
Moderator

Can I import a JV from Excel or CSV into quick books online?

Let me share the importing feature of QuickBooks Online, Satyadev_rao.


You can only import these lists or transactions:

  • Bank Data
  • Customers
  • Suppliers
  • Chart of Accounts
  • Products and Services
  • Invoices
  • Bills
  • Trial Balances

You'll have to record the journal voucher or entry manually. Here's how:

  1. Click the New button or Plus sign (+) icon.
  2. Select Journal entry.
  3. Fill in the necessary fields.
  4. Click Save and new or Save and close

Once done, you can check the Journal report to ensure the transactions were recorded correctly. Here's how:

  1. Click Reports.
  2. Enter Journal in the Find report by name field. 

We're available 24/7. Feel free to drop by anytime if you have other concerns. 

Fiat Lux - ASIA
Level 15

Can I import a JV from Excel or CSV into quick books online?

@satyadev_rao 

Utilize the trial period of TPImporter

https://transactionpro.grsm.io/qbo