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4 replies

AlexV
AlexV
Mar 19, 2021 10:54 AM UTC

Hi dhyan.bisht.

 

Let me share some details about importing data.

 

In QuickBooks Online, we can import data such as bank transactions, customers, suppliers, products, invoices, and bills. For the detailed steps, check this link: Common questions about importing data to QuickBooks Online.

 

Currently, we don't have a direct way of uploading a journal entry. You'll want to use a third-party file importer instead. Visit the Apps to search for one. 

 

I'll be here if you need more help. Take care!

Fiat Lux - ASIA
Fiat Lux - ASIA
Mar 19, 2021 11:38 AM UTC

@dhyan.bisht 

I am surprised QBO India version is unable to import JE. You may utilize an importer tool to do so.

https://transactionpro.grsm.io/qbo

 

dhyan.bishtAuthor
Mar 20, 2021 4:46 AM UTC

How to use transactionpro to import

Fiat Lux - ASIA
Fiat Lux - ASIA
Mar 20, 2021 4:55 AM UTC

Prepare the JE data with the following template

RefNumberTxnDatePrivateNoteIsAdjustmentCurrencyExchangeRateAccountLineAmountLineDescEntityClassLocation
10101/10/2020Wire TransferFALSE  Savings-50.00Credit Savings   
10101/10/2020Wire TransferFALSE  Checking50.00Debit Checking   
10201/10/2020Wire TransferFALSE  Savings200.00Debit Savings   
10201/10/2020Wire TransferFALSE  Checking-200.00Credit Checking   

 

then click the link as I mentioned earlier and try connecting it to your QBO account. Utilize the trial version of it to proceed.

 

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