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M
mcbelgi
March 30, 2022
Question

Import to Quickbooks online a journal entry for Account Receivable

  • March 30, 2022
  • 1 reply
  • 0 views

I have in my bank statements every month a single line of collected pre autorized debit from multiple customers. Each customer is part of the Account Receivable account, I need to split that single line and associate the specific amount each customer paid within that single bank transaction. It can be done manually but is impossible when its hunders of customers. So I would like to exclude that line and import a journal entry, I've downloaded the template to import journal entries but I only see an ACCOUNT NAME field, how can I also import the Payee (customer) name? the result should be that when I access the customer account I will see the amount credited in his account.

 

Thanks!

1 reply

N
Nick K
March 31, 2022

Hi mcbelgi.

 

Being able to import your journal entries is a great way to save time when you need to have multiple adjustments to make. I'd be happy to help you with getting your journal entries imported.

 

If your template doesn't have a name section to it you can add it to the template as long as you map it to the correct location in the import. I recommend following the steps in this article to import your journal entries. Also prior to importing I suggest you reach out to your accountant to make sure everything is entered correctly to prevent any issues with your accounts. If you don't have an accountant you can find one in your area by going to: My Accountant>Find a pro to help.

 

If you have any questions let us know and we'd be happy to help.

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