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sshalaby-eramint
Level 1

How to import journal entry

How to import journal entry to quick books
1 Comment 1
GebelAlainaM
QuickBooks Team

How to import journal entry

I'm pleased to meet you, sshalabyI'm here to lend a hand in importing your journal entries into QuickBooks Online (QBO).

 

QBO has multiple ways of importing transactions. One of these is to import an Excel file, but for now, we can import CustomersSuppliersAccounts, and Products and Services. That said, importing Journal entries directly to QBO is currently unavailable. Although, we can utilize an importer tool to get your journal data to your QuickBooks account.

 

To do this, let's visit our Intuit App Store to check an importer app integrated into QBO. Otherwise, we can look for an app through your QBO company by following the steps below:

 

  1. Access your QuickBooks Online company.
  2. We can click the Apps tab and select Find Apps on the left navigational bar.
  3. In the search bar, type "Importer" as a keyword or a different one you have in mind.
  4. Once we find the app that best suits your business needs, click the app.
  5. Then hit the Get App Now button.

 

If you want to learn more about the app, including contact details and support information, you can click on the app that provides services relevant to your business. Any questions about the integrated app in your Online account shall go to the app's third-party provider support.

 

You can check these articles for more details about managing journal entries in QBO:

 

 

Once done importing or making journals, you can pull the Journal report from the Reports menu's Standard tab. It lets you view all your journals within a specific period. See the following articles below for guidance in managing reports:

 

 

Furthermore, if you want to import other data aside from journal entries in the future, you can visit this website: Importing Data Overview. It contains answers to the common questions about importing information to QBO.

 

We are always here to assist you if you have clarification about managing journal entries in QBO or any QuickBooks-related issue. You can always count on us. I wish you and your business well.