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MonicaMGP
Dec 9, 2021 1:02 AM UTC
Solved

Import excel transactions

Please, if I am preparing a "Journal entry" in excel (because I already have a database) to import it into quickbooks, how do I know in which column I should put "payment methods"

Fiat Lux - ASIA
Fiat Lux - ASIAAnswer
Dec 9, 2021 2:00 AM UTC

There is no field for Payment Method in Journal Entry. You have to import data as Receive Payments (against your Invoice) or Sales Receipts, and you will need one of these importer tools to do so.

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

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3 replies

Fiat Lux - ASIA
Fiat Lux - ASIAAnswer
Dec 9, 2021 2:00 AM UTC

There is no field for Payment Method in Journal Entry. You have to import data as Receive Payments (against your Invoice) or Sales Receipts, and you will need one of these importer tools to do so.

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

    TirzahC
    Dec 9, 2021 2:49 AM UTC

    Hi there, MonicaMGP.

     

    I agree with Fiat Lux - ASIA, the option to include the payment method when importing journal entries in QuickBooks Desktop is unavailable. You'll have to manually enter it into the program or consider using a third-party importer tool.

     

    Please check out this article for further information about importing from Excel: Import or export MS Excel files.

     

    Also, read these guides to learn more about import or export information with QuickBooks Desktop:

     

     

    If you have any other follow-up questions, please let me know by adding a comment below. It's my pleasure to help. Have a great day!

      BigRedConsulting
      BigRedConsulting
      Dec 9, 2021 4:09 PM UTC

      Generally, for each type of transaction you can only import data fields that you can see when using QuickBooks.

       

      If you're recording the receipt of money, consider importing either A/R Payments received, or Deposits, depending on how you track sales in QuickBooks. Both Payments and Deposits include the payment method field.

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