Import Journal Entries into QuickBooks Desktop using Business Importer

IMPORT journal entries into quickbooks desktop

Desktop using Business Importer. Check out the guide how to import Journal Entries in Excel into QuickBooks Desktop. Don’t wait! Run several imports simultaneously – save your time!

Video Guide: How to import Journal Entries into QuickBooks Desktop using Business Importer

 

Option 1: Import Journal Entries with Separate Columns for Credit and Debit Amounts

Connect QuickBooks Desktop and Business Importer. Select company you’re going to import Journal Entries into.

Step 1: Select your file (Excel) containing Journal Entries with Separate Columns for Credit and Debit Amounts.

1 - Excel with Separate Columns

Select sheet in your file. Select a QuickBooks transaction or list type to import.

2- select file with Separate Columns

Click on the Next button.

 

Step 2: Mapping

Connect your labels to QuickBooks Desktop labels.

Save your Mapping to use it in subsequent imports, or upload the saved import.

2- mapping the file with Separate Columns

Click on the Next button.

Step 3: Preview

Preview your Journal Entries you are importing into QuickBooks Desktop. Make sure all labels are mapped in a correct way.

2- preview the file with Separate Columns

Note: You can correct values in the table, if necessary.

Click on the Next button.

 

 

Option 2: Import Journal Entries with Common Columns for Debit and Credit Amounts into QuickBooks Desktop using Business 

Step 1: Select your file (Excel) containing Journal Entries with Common Columns for Credit and Debit Amounts.

Common Column

 

Select sheet in your file. Select a QuickBooks transaction or list type to import.

Journal Entrie Common Upload

Step 2: Go to Settings – Journal Entry enable the following field:

“Set Single Column for  Credit/Debit amount”

Journal Entrie Common Upload

Click on the Save button and close the window.

Click on the Next button.

 

Step 3: Mapping

Connect your labels to QuickBooks Desktop labels.

maping common columns

Save your Mapping to use it in subsequent imports, or upload the saved import.

Click Next.

 

Step 4: Preview

Preview your Journal Entries you are importing into QuickBooks Desktop. Make sure all labels are mapped in a correct way.

preview common

Note: You can correct values in the table, if necessary.

Click on the Next button.

 

Import Journal Entries with our without common fields for Credit/Debit Amount into QuickBooks Desktop using Business Importer: Result

Your import is in process! Don’t wait until it’s finished. Start new import. Run several import simultaneously with Business Importer.

import log 2

View import log when the import is finished.

 

Check out the import result in QuickBooks Desktop – all Journal Entries are imported correctly into QuickBooks Desktop.

result

Use Business Importer to import transactions in Excel into QuickBooks Desktop.

Remember, that any question you can address us. We will be glad to help you!
Just leave us a message, call us on 302-261-36-44 or write to support@cloudbusinessltd.com.

Download Business Importer now! 14 day free trial!                     

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