Record Journal Entries In QuickBooks Desktop

Published on 4 November 2020 at 10:05

How to Record a Journal Entry in QuickBooks Online

How exactly to Import Journal Entries into QuickBooks Desktop?

Import Journal Entries from Supported File Formats directly into QuickBooks Desktop using SaasAnt Transactions (Desktop) - # 1 user rated and Intuit trusted bulk data automation tool built exclusively for QuickBooks. SaasAnt Transactions (Desktop) supports QuickBooks Pro, Premier, Enterprise and Accountant Editions.

You can download the free trial offer of the software directly from the SaasAnt Website. Follow this informative article for a detailed installation instruction. If You want to know about How to Record Journal Entries In QuickBooks Desktop then Contact our Proadvisors.

Basic Import Steps
Importing with SaasAnt Transaction is a piece of cake with this simplified and powerful Import wizard. Just follow a straightforward 3 step process to bulk import your file data to QuickBooks.

Click Import button when you look at the Dashboard screen or Import option through the File menu when you look at the menubar to navigate to File Selection screen associated with Import wizard(Step 1).

Step one - File Selection: Select "QuickBooks Transaction Type" as "Journal Entry". "Select Your File" - You may either click "Browse File" to browse and select the file from local computer folder or click "Sample Templates" to navigate to SaasAnt sample file in local.

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Step 2 - Mapping: Set up the mapping regarding the file columns corresponding to QuickBooks fields. This task is supposed to be automated for your needs by using the SaasAnt template file. Download Sample Template file.

Step 3 - Review & Import: Review your file data within the Review Grid screen and then click "Send to QuickBooks" to upload your file data to QuickBooks.
More descriptive instruction of the steps are available in this informative article.

Import Settings
A bunch of powerful customisations for the file information is available with Import Settings. This is obtainable in the Step 3: Review & Import screen or directly under "Edit" Menu into the menubar. A few of the very helpful settings for transaction includes:

Find Matching Transactions in QuickBooks by: Identifier to locate existing transactions in your QuickBooks.
Action When a Matched Transaction Found: If a current transaction is found for the aforementioned setting identifier then your corresponding action to be taken. You can easily choose to Duplicate/ Ignore/ Update/ Append existing transaction in your QuickBooks.

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Pre-Import Validation: Validate the whole file before importing to QuickBooks. By turning this setting ON, file rows should be imported only after cleaning up all the issues in file. This program however will delay the import.
More details in regards to the settings associated with Automatic development of Items, Assigning reference number through the file, etc can be purchased in this informative article.


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