QuickBooks Online: Importing Journal Entries from a spreadsheet)



Published
NOTE: The built-in tool for importing journal entries is NOT available to all user until probably summer/fall 2024. Meanwhile, get RightTool PRO: https://righttool.app/

Journal Entry Import "Cheat Sheet" in PDF:
https://plugin.intuitcdn.net/company-dataimport-transactions-ui/files/036253bd38d493f80fb8/sample_journalentry_import_preview..pdf

Journal Entry Import Sample CSV:
https://plugin.intuitcdn.net/company-dataimport-transactions-ui/files/b111fd8f659d9e0bc804/sample_journalentry_import..csv

Table of contents:
00:00 Intro - 3 ways to import
02:12 Built-in Journal Entry import in QuickBooks Online
12:29 Using Spreadsheet Sync (QBO Advanced Only!)
18:40 Using RightTool PRO for QuickBooks Online

RightTool PRO - Reallocate from P&L (Journal Entry) Tool:
https://youtu.be/vZDZjdLICrc

UK QBO Article on Journal Import:
https://quickbooks.intuit.com/learn-support/en-uk/help-article/import-export-files/import-journal-entries-quickbooks-online/L4tQBwbs7_GB_en_GB?uid=luhiff1e

CANADA QBO Article on Journal Import:
https://quickbooks.intuit.com/learn-support/en-ca/help-article/import-export-files/import-journal-entries-quickbooks-online/L4tQBwbs7_CA_en_CA?uid=lo8ha07d

Using SaasAnt to import Journal Entries via QBO:
https://youtu.be/PbvjKV5Dhck
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