How to Import Journal Entries into QuickBooks Online?

by James Antonio

Journaling day-to-day business transactions are one of the most important parts and in a way the foundation of solid accounting. If you are using QuickBooks online as your accounting software, then you can easily create journal entries in Excel or CSV format and import it into QuickBooks Online. Make sure that you turn off the account numbers before your start the import process to facilitate the smooth import. Once the import process is complete, you can turn back the accounts.

Process for Importing Journal Entries in QuickBooks Online

There are two main steps i.e.; preparation of journal spreadsheet and import of the journal entries in QuickBooks. You can get the details and follow them as below:

Preparation of Journal Spreadsheet

Your journal file should include the following information: Journal number, date, journal code, account name, debits, and credits. In the case of new accounts, you will need to add those accounts in the Chart of accounts before the import process.

Process for Import Journal Entries into QuickBooks Online

Step 1. Click settings > choose import data > select Journal entries.

Step 2. Click on Browse on the Download page and click on download a sample file.

Step 3. Now find your journal spreadsheet or CSV file and click on open and Next.

Step 4. Now, Map the information, fields should match between journal entries spreadsheet and QuickBooks Online.

Step 5. After that, click on next, import, and then Done.

We have also collated some frequently asked questions from the users to help you out in further related queries if you come across any.


How can I Duplicate a Journal in QuickBooks Online and make it Recurring?

At first your need to pull up the already posted or created journal entry and click on ‘make recurring’. After that, enter the name of the template, change the type to unscheduled, and save it.

How can I copy and Paste from a Chart of Accounts in QuickBooks Online?

First, click on File menu > utilities> click on export > click on lists to IIF files> choose the list you wish to export i.e.; chart of accounts, and click on OK. Now browse and choose the location to save the file.

What should one be Aware of before importing Excel Ledger in QuickBooks?

You should know that those individual transactions are not imported when you import the general ledger from Excel file in QuickBooks. For importing general ledger from excel file, click on gear icon > open the company menu and click on import data.

How can I Create Recurring Journal Entries Template in QuickBooks Online?

At first click on settings > click recurring transactions from the list and select new. Now select the type of transactions that you want to create and click OK. You need to enter the template name and choose type as scheduled, unscheduled, or reminder, etc.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

Customization

How Dancing Numbers Will Help You

 

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.

Get Support

The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

Are you worried about losing your time with error-prone software? Worry no more. Our error-free add-on lets you focus on your work and boost your productivity rate to a considerable extent.

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