If you are looking for a fast an easy way to import journal entries into QuickBooks Online, if you haven’t already, take a free trial of our Transaction Pro Importer App.
You can map your own import file however if you prefer we also provide templates that you can use which you can find at the bottom of this Knowledge Base Article.
Some of the most common use case scenarios for a journal entry import are listed below:
- Importing Payroll Data after each payroll.
- Importing Daily Sales from a Point of Sale System.
- Importing Monthly or Daily Activity from another accounting system.
- After the fact Job Costing for Payroll Costs which QuickBooks Online does not currently support. You can find a template to help you create this journal entry here.
Tips and Tricks when creating your Import file and Transaction Pro Importer mapping:
- Each line of the same journal entry should have the same value on every line and map that column to the QuickBooks field, RefNumber, on the Transaction Pro Importer mapping screen.
- The App support both account numbers and account names. However, only include either the lowest sub-account number or the entire account name in your import file and not both.
- If the account that you are posting to is of the account type, Accounts Receivable or Accounts Payable, QuickBooks Online requires a name (Customer, Employee or Vendor) on that line.
Below is a screen shot showing all the fields available for import on a journal entry in Transaction Pro Importer. You can also find a direct link to this field description document here.
Below is a screen shot of an actual journal entry from QuickBooks Online with all the Transaction Pro Importer field names noted.
Any questions or comments on how to import journal entries into QuickBooks Online feel free to post them below.