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QuickBooks Online: Importing Journal Entries from a spreadsheet)

30.3K views· 251 likes· 23:32· Apr 1, 2024

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NOTE: The built-in tool for importing journal entries is NOT available to all user until probably summer/fall 2024. Meanwhile, get RightTool PRO: https://righttool.app/ Journal Entry Import "Cheat Sheet" in PDF: https://plugin.intuitcdn.net/company-dataimport-transactions-ui/files/036253bd38d493f80fb8/sample_journalentry_import_preview..pdf Journal Entry Import Sample CSV: https://plugin.intuitcdn.net/company-dataimport-transactions-ui/files/b111fd8f659d9e0bc804/sample_journalentry_import..csv Table of contents: 00:00 Intro - 3 ways to import 02:12 Built-in Journal Entry import in QuickBooks Online 12:29 Using Spreadsheet Sync (QBO Advanced Only!) 18:40 Using RightTool PRO for QuickBooks Online RightTool PRO - Reallocate from P&L (Journal Entry) Tool: https://youtu.be/vZDZjdLICrc UK QBO Article on Journal Import: https://quickbooks.intuit.com/learn-support/en-uk/help-article/import-export-files/import-journal-entries-quickbooks-online/L4tQBwbs7_GB_en_GB?uid=luhiff1e CANADA QBO Article on Journal Import: https://quickbooks.intuit.com/learn-support/en-ca/help-article/import-export-files/import-journal-entries-quickbooks-online/L4tQBwbs7_CA_en_CA?uid=lo8ha07d Using SaasAnt to import Journal Entries via QBO: https://youtu.be/PbvjKV5Dhck My favorite FREE (and Low-cost) Courses for Accountants & Accounting fans: https://courses.cpaacademy.org/

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