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How to Import Journal Entries into QuickBooks Online?
Welcome to Dancing Numbers video about how to Import Journal Entries into QuickBooks Online. For more visit: https://www.dancingnumbers.com/import-journal-entries-into-quickbooks-online/?utm_source=youtube&utm_medium=video&utm_campaign=yogesh
There are two major steps for the process.
Step 1: Prepare the Spreadsheet
☑ First of all, you need to keep the spreadsheet ready for the import process.
☑ Use the right spreadsheet format
☑ Fill in all the mandatory data
☑ Choose the correct date format as prescribed by QuickBooks
In case you are moving from QuickBooks Desktop to Online, then try and format it to suit the QuickBooks Online.
☑ Create a New Accounts in Chart of Accounts
☑ Open the QuickBooks online
☑ Click the Setting icon and then, choose the Chart of Accounts
☑ Select an account type
☑ Provide a description
☑ Choose all the relevant information
Step 2: Proceed with journal Entries Import
☑ Go to Settings and then, select Import Data
☑ Then, select Journal Entries
☑ Find and select the Excel or CSV file and then, click Open
☑ And, then, hit the Next Option
☑ Start mapping of the data and then, give a click Done
This is the way in which you import journal entries into QuickBooks online.