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Prepare your JE data with 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
Hello there, internacionalm. I'm here to share details on how to import journals in QuickBooks Online (QBO).
QBO allows you to import transactions in a variety of methods. Importing an Excel file is one of these. However, it's currently limited to customers, suppliers, bank data, charts of accounts, invoices, bills, and products and services.
To import your journals, I suggest searching for a third-party tool and integrating it with QBO. Find the app that best fits your business needs in two different ways. First, you can check out this website or perform the steps below within your QBO account: QuickBooks Apps Store.
Then, follow the on-screen instructions to connect this app to your QBO. For further guidelines about the integration, you may reach out to third-party app support.
Once you're done, you can pull up the Journal report from the Reports menu's Standard tab. It lets you view all your journals within a specific period. Moreover, you can scan this article to learn more about customising the data with it: Customise reports in QuickBooks Online.
If you have any further questions or concerns regarding importing or managing transactions in QBO, I'm always here to help.
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