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Nic23
March 9, 2024
Question

Is there a way to import a Journal entry via excel in QBO Advanced?

  • March 9, 2024
  • 2 replies
  • 0 views
I need to import data monthly from property management software (Buildium) via excel journal entry. I read there is a way but when I go to Settings > Import Data - I don't see Journal entry as an option. Is this an accountant only feature? I am the co's bookkeeper and work with their CPA.

2 replies

4
4Gal
March 9, 2024

You have to use a 3rd party importer tool to do so.

https://get.transactionpro.com/qbo

 

A
Aldren18
March 9, 2024

Thanks for joining us here in the Community, Nic23. I appreciate you reaching out about importing journal entries in QuickBooks Online.

 

Importing journal entries (JE) into QuickBooks Online is indeed a useful feature in QuickBooks. However, the ability to import JEs directly from Excel is only available to specific QuickBooks regions and not accessible in the US version.

 

I suggest utilizing a third-party application to facilitate the import of journal entries into QuickBooks Online.

 

I also recommend bookmarking these other articles related to this topic:

 

 

If you need any further assistance or have any questions beyond importing journal entries, please don't hesitate to contact us. Have a wonderful day!

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