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Luciana-Carbone
Level 1

I'm importing journal entries via CSV, but QuickBooks groups them all into one, even though each line has a different Reference Number.

I'm trying to import journal entries into the general journal. The CSV file works, but it doesn’t recognize the different entries — it groups everything into a single journal entry, even though the “Reference Number” column has different numbers.
1 Comment 1
JoelES
QuickBooks Team

I'm importing journal entries via CSV, but QuickBooks groups them all into one, even though each line has a different Reference Number.

Hi Luciana,

 

We can help you review the formatting of your CSV file to ensure that your journal entries are imported correctly into QuickBooks Online (QBO).

 

Before importing your journal entries, please double-check your spreadsheet for accuracy, as formatting issues are often the cause of import problems. Make sure your CSV file includes the following columns, using Journal Number instead of Reference Number:

 

  • Journal No.
  • Journal Date
  • Account Name
  • Journal/Description
  • Debits
  • Credits

 

Additionally, to ensure that QuickBooks reads the imported data correctly, you will need to enable account numbers in the Account Settings. Here’s how to do that:

 

  1. Click the Gear icon in the top right corner of the page. 
  2. Select Account and settings
  3. Navigate to the Advanced tab
  4. In the Chart of Accounts section, turn on Enable account numbers, then click Save.

 

You can also refer to this article for guidance on importing your journal entries via CSV: Import journal entries. Please note that this article is set for the US region, but the information is applicable to other regions as well.

 

Please feel free to comment here again if you need any further assistance with QuickBooks.