Karlie79
Level 1

Equals spreadsheet upload

I have monthly equals Excel spreadsheet that I wish to enter into QuickBooks as a journal entry. Is there a way this can be imported or will I have to enter each line in manually? 

Is this the way most record business card transactions - through journal entries? 

thanks 

Ashleigh1
QuickBooks Team

Transactions

 Hello karlie79, thanks for posting on the Community page, you can try import them in via the main cogwheel>import data> Journal Entries ( we would advise you look at the import guide first so that you get it all correct ready to be uploaded), if this doesn’t work for you then it is a case of having to manually enter each line onto the journal.

Pickle
Level 3

Transactions

Hi,

 

I use Equals in sterling & euros and upload a csv downloaded from Equals then I sort in to currencies in Excel, then in Quickbooks>Transactions > link account > Upload from file. Then treat entries as usual bank feed. Generally post about 200-250 transactions a month.