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AmyS
May 15, 2020
Solved

Import journal entries into QBO Advanced

  • May 15, 2020
  • 2 replies
  • 0 views

I found this article by searching the help community. https://quickbooks.intuit.com/learn-support/en-au/help-articles/journal-entry-import-in-quickbooks-online/01/560773#M1224 However, when I go to "Import Data", there is no option to select journal entries to import. Am I missing something? This is a standard feature with any accounting system so I can't imagine it does not exist.

Best answer by Fiat Lux - ASIA

@AmyS 

As far as I know, this new feature is only available in certain QBO version (e.g AU, UK)

https://quickbooks.intuit.com/learn-support/en-uk/help-articles/import-journal-entries-in-quickbooks-online/01/507742#M7767

 

If you are using QBO Advanced, I am not sure when the feature is available in QBO US version. For the time being, utilize the trial period of TP Importer.

https://transactionpro.grsm.io/qbo

 

2 replies

J
JonpriL
May 15, 2020

Thank you for sharing the article, @AmyS.

 

Upon checking our test accounts and the test drive, you should be able to import your journal entries directly from the Import Data feature. May I know when did you start your account?

 

Currently, the function to import your journal entries is available to all newly subscribed accounts. With this, I recommend contacting our Customer Care Support so someone can check your account details and be able to import your journal entries.

  1. Go to Help.
  2. Tap Contact Us.
  3. Enter Import Journal Entry in the What can we help you with? field.
  4. Click Let's talk.
  5. Select Get a callback, Chat, or Call us.

Lastly, here's a few articles you can read for ideas about how you can manage your account and related transactions: Help Articles for QuickBook Online.

 

Keep me posted in the comments if you have any other questions. I'll be here to lend a hand

A
AmySAuthor
May 15, 2020

Thank you for the response. I started our subscription about a week ago.

Adrian_A
Adrian_A
May 15, 2020

I appreciate you for getting back to us, AmyS.

 

The option to import the Journal Entries differ on what country you're in. That said, I'd recommend reaching out to our Phone Support team. An agent will take a look at your account to verify your subscription and your subscribed country.

 

You can follow the steps shared by JonpriL for the steps to contact us.

 

Once you can import a Journal Entry, you can check this article: Import Journal Entries.

 

Feel free to get back to me if there's anything that I can help you with. Keep safe!

S
SuperStar777
October 31, 2023

Unfortunately this is not available on our version (US version)  though we are paying high fees monthly. Most advanced subscription activated. (Further upgrade is not available) 

 

QBO team must enable this feature immediately for us 

    MariaSoledadG
    MariaSoledadG
    October 31, 2023

    Let's ensure this option will be available in your version, SuperStar777.

     

    I can see how useful is the journal import process feature when using QuickBooks Online (QBO). This allows you to create journal entries by uploading an Excel file that contains the journal information to the system. Apart from this, this saves data entry time when you need to enter multiple journals, or journals with multiple lines. 

     

    You'll want to send feedback to let our product team know how this feature is important for your business. To do so, follow the steps outlined below:

     

    1. Go to the Gear icon at the top, then Feedback.
    2. Enter your comments or product suggestions. Then click Next to submit feedback.

     

    Your request and valuable feedback go to our Product Development team to help improve your experience in QBO. Learn how to track feature requests through the QuickBooks Online Feature Requests website.

     

    Furthermore, QuickBooks provides different kinds of report that shows the information you need most. Learn how to customize them so they show the right data: Customize Reports In QuickBooks Online. 

     

    Keep your post coming if you have further questions about journal entries. We are always right here if you need help. 

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