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Nov 5, 2019 5:01 PM UTC
Question

I want to download the entire general ledger from QB onto Excel, make adjustments, then re-upload onto QB - what is the best way to do this?

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1 reply

Angelyn_T
Nov 5, 2019 6:06 PM UTC

It's nice to have you here on the Community page, @grantplumridge.

 

Exporting transactions from QuickBooks Online (QBO) to Excel and adjusting them or re-uploading to QBO may cause duplicate entries. To make the necessary adjustments and avoid doubling the transactions, you can record a journal entry or modify the previously created transactions.

 

Before creating an entry, it's highly recommended to consult with a professional accountant to help record and account it accordingly.

 

For more information about importing and exporting reports, lists, and transactions to and from QuickBooks, you can read these articles:

 

If you have any other questions, just leave a comment below and I'll be right here to help you. Cheering you continued success!