How to upload journal entry

dhyan.bisht · ‎March 19, 2021

AlexV · ‎March 19, 2021

Hi dhyan.bisht.

Let me share some details about importing data.

In QuickBooks Online, we can import data such as bank transactions, customers, suppliers, products, invoices, and bills. For the detailed steps, check this link: Common questions about importing data to QuickBooks Online.

Currently, we don't have a direct way of uploading a journal entry. You'll want to use a third-party file importer instead. Visit the Apps to search for one.

I'll be here if you need more help. Take care!

Fiat Lux - ASIA · ‎March 19, 2021

@dhyan.bisht

I am surprised QBO India version is unable to import JE. You may utilize an importer tool to do so.

https://transactionpro.grsm.io/qbo

dhyan.bisht · ‎March 19, 2021

How to use transactionpro to import

Fiat Lux - ASIA · ‎March 19, 2021

Prepare the 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 click the link as I mentioned earlier and try connecting it to your QBO account. Utilize the trial version of it to proceed.