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How to Import Journal Entries into QuickBooks Online?

159 Views· 08/26/21
Dancing Numbers
Dancing Numbers
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⁣Welcome to Dancing Numbers video about how to Import Journal Entries into QuickBooks Online. For more visit:

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.

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