The Main Book of your accounting system, also known as the General Ledger, is a record that contains individual accounts that display your account transactions. It is essentially a set of accounts that provides information about your transactions in relation to each of your accounts. As a consequence, the General Ledger shows you the outcome of all your transactions in chronological order by date. Learn steps to Import General Ledger into QuickBooks Desktop & Online.
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You may need to import the general ledger from Excel into QuickBooks Desktop for a complete count, which is quite achievable. If you want to learn how to import general ledger into QuickBooks Desktop or QuickBooks Online using Excel, we can help. The steps to import general ledger into QuickBooks Desktop and online are listed below.
How to Import General Ledger into QuickBooks Desktop & Online?
You may import many sorts of lists and transactions into your QuickBooks account. Furthermore, you may import data in a variety of file formats, including IIF, CSV, and MS Excel files. You may import General Ledger using one of two methods. One way is to import your data into QuickBooks using an Excel sheet. The alternative way necessitates the installation of the QB Import Excel and CSV toolbox. You may then import the data in CSV format.
In this article, you will learn how to import general ledger into QuickBooks Desktop and QuickBooks Online in two methods in the following discussion.
Step 1: Using an Excel Spreadsheet, Import General Ledger data into QuickBooks Online and Desktop
To complete this step, just open QuickBooks and continue to import data using the Excel sheet. The steps to import general ledger into QuickBooks Desktop or Online are as follows:
- Access your “QuickBooks” account.
- Then, select the “Gear icon.” It should be in the upper right corner.
- Click on the “Import Data” button to the right.
- Then, pick the “Accounts” option.
- You may now navigate to the excel sheet and submit it to QuickBooks.
Note: General Ledger begins importing the Excel sheet into your account as soon as you submit it. Please keep in mind that following methods apply to QuickBooks Online, QuickBooks Desktop, Pro, and Enterprise versions.
Step 2: QuickBooks General Ledger Import Excel and CSV Import Toolkit
This approach necessitates the installation of the QuickBooks Import Excel and CSV tools. This allows you to quickly import the list in CSV format. It should be mentioned that these steps are irreversible. It is also recommended that you create a backup of QuickBooks.
To import general ledger into QuickBooks Desktop from Excel, use the QuickBooks Import Excel and CSV toolbox as follows:
- Save the file to your computer’s desktop after installing “QuickBooks Import Excel and CSV tools.“
- Then, double-click the “QuickBooks Import Excel and CSV.exe” file to launch it. This will open the “WinZip Self-Extractor” window.
- Select “Browse” from the menu.
- Now, navigate to the location where you want to install the toolkit.
- Then, click the “OK” button.
- Then, select “Unzip” from the drop-down menu. The contents will be extracted as a result of this.
- Choose the “Close” option.
NOTE: This will close the “WinZip Self-Extractor” window
- Then, navigate to the “QuickBooks Import Excel and CSV” folder you previously selected.
Note: This is how the QuickBooks Import Excel and CSV tools work. When you unzip the file, you will be able to extract all of its contents. You will be able to import transactions and lists into QuickBooks Desktop as a result of this.
The information in this article helps you in importing general ledger into QuickBooks Desktop and Online. However, following the steps outlined above one by one will ensure that you import general ledger into QuickBooks Desktop and online. Are you still unable to resolve the problem? If any of your questions remain unanswered, please contact the Dancing Numbers helpdesk, and the team members will assist you as they are available 365 days a year.
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Where can I locate the Gear Icon in QuickBooks both on the Desktop and Online?
The settings menu is represented by the Gear symbol. You may access a variety of functions to do certain tasks by clicking on the gear button. Furthermore, you may use this icon to manage charts of accounts, edit corporate files, check recurring transactions, and configure goods and services.
However, the Gear symbol in QuickBooks frequently vanishes. As a result, users are unable to access the tool menu that the gear symbol offers. This might happen for a variety of reasons. However, you may make the gear symbol visible on your screen by refreshing the QuickBooks account.