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 … [Read more...]
How to import a general journal to QuickBooks
Frequently we are asked if it is possible to import a general journal from another accounting system into QuickBooks Pro, Premier or Enterprise. Since a general journal is not a transaction but rather a report of all the debit and credit activity there is no way to directly import a general journal. However, you could take this same report and import the activity to QuickBooks as a journal entry. There are a few things that you will need to do to reformat the general journal … [Read more...]
QuickBooks: How to Import Multi-Lined Transactions
A question we often get asked is if it is possible to import a transaction (eg. check, invoice, bill etc.) that has more than one line on it to QuickBooks with Transaction Pro Importer ("TPI") for QuickBooks. The answer is yes and we provide for a lot of flexibility in how you data can be structured in your import file. The simplest and most common import file structure is that each line of the transaction has some soft of repeating transaction id and each line of the same transaction … [Read more...]
How to Import Journal Entries into Quickbooks Online
Want a fast and easy way to import your journal entries from Microsoft Excel or comma delimited files? Look no further than our Transaction Pro Importer on the Intuit App Center where you can take a free trial with no credit card required on the Intuit App Center. We have provided a picture of a journal entry screen and a table with information on each of the fields to help get you started. Here is a table with all the fields on a journal entry and some helpful … [Read more...]
How to Import Expenses to QuickBooks
Often times our users will have a excel listing of expenses that they would like to import to QuickBooks or QuickBooks Online and they are unsure as to which import type to select. The purpose of this article is to describe all the different import types that you might want to consider selecting and how they work within QuickBooks. Check When creating a check transaction in QuickBooks you are reducing your bank account balance and recording an expense. This transaction type is most … [Read more...]
Five Power User Tips When Using Transaction Pro Importer for QuickBooks Online
Transaction Pro Importer for QuickBooks Online on the Intuit App Center which allows you to import transactions and lists from excel or csv file into QuickBooks Online. You can sign up for a free trial and find out more here. I just wanted to write a short article to point out five advanced tips or features that you may not be aware of. Power Tip #1: Customer and Vendor Cross Reference It is not uncommon for the names in your QuickBooks Online company file to not match up to your other … [Read more...]
Tips and Tricks on Importing Payroll Transactions into QuickBooks as Checks or Journal Entries using Transaction Pro Importer
Often times companies use a company other than Intuit to process payroll and are looking for an easy and reliable way of importing this data into QuickBooks. We have some detailed articles on our blog on how to import checks and journal entries into QuickBooks using Transaction Pro Importer 5.0 ("TPI5"). However, we wanted to provide an article which provides answers to the most commonly asked questions as well as provide some options that might make your imports easier. Does TPI5 support … [Read more...]
Import Journal Entries into QuickBooks Online using Transaction Pro Importer on the Intuit App Center
Update September 13, 2014: An updated version of this article can be found here. Want a fast and easy way to import your journal entries into QuickBooks Online? This application is on Intuit's newest platform, the Intuit App Center. There is a free trial available here. As long as your data is in an Excel or CSV file you can use Transaction Pro Importer for QuickBooks Online to upload these transactions to your QuickBooks Online company file. Your import file can contain columns in any … [Read more...]
Powerful QuickBooks Import Options Available using Transaction Pro Importer
In addition to the three tabs of options available with Transaction Pro Importer 5.0 for QuickBooks ("TPI") there are also many more options/features available via our advanced command line parameters. These are very easy to enable and you can read more about all of the command line parameters available on our support forum. We will just highlight five of these advanced command lines parameters available but we suggest that you take a minute to review the article on our support forum so you … [Read more...]
Importing Journal Entries using Transaction Pro Importer for QuickBooks
In this post we will provide an overview of how to import journal entries into QuickBooks using Transaction Pro Importer. On the first screen of Transaction Pro you will select the browse button to select your import file. In this example we are using the sample import files that are installed with the program and are located in c:\my documents\01 Transaction Pro Importer 5.0\sample files We will also select an import type of journal entry. Then select the options button if you want to … [Read more...]