Question

Journal Entry

Forum|Forum|2 years ago
January 18, 2024
2 replies
0 views

Hello,

Can I make a journal entry and save it as draft 1st? I checked but could not find any topic nor feature.

Thank you.

Non-Product Specific

4

4Gal

You can prepare your JE data in 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 use an importer tool to proceed.

https://get.transactionpro.com/qbo

AlcaeusF

Hi KAdj,

Welcome to the Community. I can clarify things about the feature you need when entering a journal in QuickBooks Online.

The option to enter a journal entry as a draft to continue entering details later is unavailable. You'll need to save the entry to avoid data loss in the system.

At the moment, we don't have a workaround yet to streamline the process. As we assess this, I recommend sending feedback straight to our product engineers.

Here's how:

Click the Gear icon in the upper-right corner.
Select Feedback under Profile.
Share your feedback.
Hit Next to submit.

Also, when you reverse a journal entry, QuickBooks creates a new journal entry to balance accounting. It's a record of the change you made. I've attached a link you can use to learn more about the process you can use in the future: Reverse or delete a journal entry in QuickBooks Online.

Drop me a comment below if you have any other questions about entering transactions or managing journal entries. We'll be sure to help you out. Have a great day ahead.

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