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Replying to:
Shania_C
QuickBooks Team

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Thanks for connecting with us in the Community, @djhoback.

 

Allow me to share some information about importing CSV (Comma Separated Values) files in QuickBooks Online (QBO).

 

Before importing your journal entries, please ensure that your file contains the following information:

 

  • Journal Number
  • Journal Date
  • Journal Code
  • Account Name
  • Journal Description
  • Debits
  • Credits
  • Select the date format

 

If your spreadsheet contains new accounts, make sure to add them to your chart of accounts before importing.

 

In addition, you can follow my colleague's suggestion, @ChristieAnn, regarding formatting restrictions of your CSV file. Also, you can clear your browser's cache. Doing so will remove the historical data and access QuickBooks with a clean slate. You can also switch to a different supported browser to be able to import your data successfully

 

If the issue persists, I suggest reaching out to our support team to obtain further assistance. They have the expertise and tools like share screen to check and help you troubleshoot the problem and provide the most accurate guidance. You can contact the QuickBooks Online Customer Support team here: Contact the QuickBooks Online Customer Support team.

 

Furthermore, here are some articles to help you learn how to print a journal entry report. Also, what are some frequently asked questions about importing data in QuickBooks Online:

 

 

I’ll be around the corner if you need an extra pair of hands in any QuickBooks-related matters, @djhoback. Stay safe!