How to View Journal Entries in QuickBooks Online

The QuickBooks journal entry is generally used to register the transactions. However, to do this, one needs a good understanding […]

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The QuickBooks journal entry is generally used to register the transactions. However, to do this, one needs a good understanding and knowledge about accounting, along with the advice of a genuine accountant.

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In today’s article, we will talk about how to view journal entries in QuickBooks Online. In QuickBooks journal entry, it is possible to record the below transactions:

  • Money exchange between expense and income account
  • Business debits and credits
  • Money transfer from liability, asset, or equity accounts to an expense or income account

What is a QuickBooks Journal Entry?

Journal entries, in simple terms, are manual entries of different transactions in QuickBooks. Although all transactions are put up on the general journal, it is possible to create journal entries if users have the right tools.

Manual journal entries are considered very helpful, especially when a transaction has been posted that you wish to cancel.

A manual entry can be availed to invalidate the impact of a transaction. Know how to import journal entries into QuickBooks Online.

How to Create Journal Entries in QuickBooks Online

Before you begin the process to view journal entries in QuickBooks Online, first, it is important to understand how you should create journal entries in QuickBooks Online.

To create journal entries in QuickBooks Online:

Step 1: Navigate to the journal Entry feature in the particular QuickBooks Online

Step 2: Now, you need to add the journal number along with the date very carefully. Do not make any mistake in pressing the keys

Step 3: Next, in the particular Category column, add the right accounts

Step 4: Add the debit as well as the credit amounts. Make sure there is no inconsistency between them

Step 5: Enter a description to the journal entry and complete the task

How to View Journal Entry in QuickBooks Online?

Now, when creating a journal entry in QuickBooks is complete, let’s understand the steps to view the journal entries in QuickBooks Online.

Below are the steps to view the journal entries in QuickBooks Online:

Step 1: Navigate to the left panel and press on Reports

Step 2: Next, in the particular search box, you need to look for the journal

Step 3: Now, under the particular Report period, press on the drop-down that says This Month-to-date. Select Custom

Step 4: Edit the date range for both the beginning and the ending for which you wish to see the journal entries of that particular time

Step 5: Hit anywhere on the particular page in order to update the said report. This will let you view the journal entries in QuickBooks Online.

How to View the old Journal Entries in QuickBooks Application

Step 1: On the given right corner of the top side, press on the Create icon

Step 2: Now press Journal Entry

Step 3: Now you need to select the icon that has a counter-clockwise arrow. This arrow will be on the top-left corner

Step 4: Now, press on View More

Now a QuickBooks user can easily view the old journal entries. They can also filter it for any specific data you require.

How to View who Created a Particular Journal Entry

If several users are working on QuickBooks Online, you can view who has created the journal entry, and also when they have created it.

To do so, follow the step given below in the prescribed manner:

Step 1: At first, you need to shift to the Audit Log

Step 2: Now, press the Gear Icon and then click the Audit Log

Step 3: In the Activity Log, press on the particular Filter button

Step 4: Now, filter by Transactions and Date

Step 5: In order to display the list of the transactions, select Apply

How to View the Journal Entries in QuickBooks Online via the Advanced Search Option?

QuickBooks Online offers the Advanced Search option. This option lets you do a particular transaction in the specific time and date range.

In case you wish to know how to view the journal entries in QuickBooks Online via the Advanced Search option, kindly go through the steps given below:

Step 1: In your QuickBooks Online, press the particular Magnifying Glass icon

Step 2: Now, move to the Advanced Search option

Step 3: Now you can look for the Journal Entries utilizing the particular drop-down arrow

Step 4: You can avoid the Filter field if you wish

Step 5: If you are looking for old entries, then you must use the particular Date Filter. This will let you see the particular results in a few seconds.

Step 6: Now, in the given Type column, choose the Journal Entry option

The steps shared in this article above tell you all you need to know about creating and viewing journal entries in QuickBooks Online.

Still, if you face problems, following the steps given, we request you to hire professionals for the same.

You can connect with Dancing Numbers team for your QuickBooks Online issue. Your problem will be fixed before you know it. Our expert QuickBooks team of experienced professionals will support you to view journal entries in QuickBooks Online.

Accounting Professionals, CPA, Enterprises, Owners

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-347-428-6831 or chat with experts.


What are the things You must Know about Journal Entries in QuickBooks Online?

Usually speaking, the journal entry is a proper record of a particular transaction where the entire amount in the debit column must be equal to the entire amount in the credit column.

Every amount, be it a credit or debit one, is allocated to an account on the particular chart of accounts. QuickBooks issues the journal entry reports automatically when a particular transaction is added directly into any register of a non-bank balance sheet account.

How can a User View the Previous Journal Entries in QuickBooks Desktop?

When an account is reconciling, if you find any error, you may need to review the old journal entries in the particular QuickBooks. In such a scenario, the steps given below will support you to find the old journal entries in the QuickBooks Desktop.

Just follow the steps given below:

Step 1: Press on the particular Plus icon

Step 2: Now, you are required to select the particular option that says Journal Entry

Step 3: Now, choose the counter-clockwise icon that is present on the top-left corner

Step 4: Now click the option that says View More

Step 5: Now, you will be able to see the general journal entries

Features of Dancing Numbers for QuickBooks Desktop

Imports

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Customization

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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

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Accountant Basic

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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.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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