Hello.
I hope this reply finds you well. I'll share some details about importing your general journal entries in QuickBooks 2021.
For the CSV Toolkit alone in QuickBooks 2021, we can only import certain elements like Accounts, Items, Customer, and Vendor Lists. We're unable to import general journal entries with it.
We can, though, use the IIF option to import your general journal entries (available in the 2021 version). Take note that we can only do this with an IIF format. If your file has a different format, we may need to convert it.
To access the utility:
- Go to File, then hover on Utilities.
- Select Import, then choose IIF Files.
- Browse for the IIF file, then start the import process.
We can also use the IIF import kit to create your file for the journal entries. A guide is available here: IIF Overview: import kit, sample files, and headers.
Alternatively, we can also use the QBJ option to import your general journal entries. This works if you have a QBJ file format. Simply select General Journal Entries from the Import option under Utilities.
After importing those journal entries, would you like some assistance in pulling up the reports to check how they impact your financials? Check out this article for a guide on what report we can run: Understand reports.
I'm willing to help again if you have more concerns about importing or exporting your data. Do you have other questions about managing your entries, reports, and forms? Lay down the details below. I'm here to assist.
