How to Import Journal Entries into QuickBooks Online (U.S)?

August 20, 2025

Import Journal Entries into QuickBooks Online:

You can directly import Journal Entries from text files or Excel spreadsheets into QuickBooks Online using SaasAnt Transactions (Online) software.

Pre-Requisites:

Connect your QuickBooks Online account to SaasAnt Transactions (Online) App from QuickBooks AppStore by clicking the "Get App Now" button and get the 30-day free trial [No credit card required].

Please refer basics of field mappings for more info. If you have any confusion or doubts, feel free to email support@saasant.com.

How to Import Journal Entries into QuickBooks Online using SaasAnt Transactions Online

1) Login into SaasAnt Transaction Online

2) Select the Bulk Import Tab.

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3) Select the QuickBooks entity as "Journal  Entry" 

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4) Select the files you want to upload

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5) Set up the Mapping of the columns in your "Journal Entry"

6) Select the "Preview Mapping" button to visualize current mapping based on QuickBooks

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7) Select the Upload tab.

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8) The data was imported successfully into QuickBooks.

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SaasAnt Transactions (Online) Fields

Field Name

Format

Description

Journal No

21 Characters

Reference number for the transaction. By default, this value is used only for internal processing by SaasAnt Transactions (Online), and QuickBooks auto-generates a new value. This can be changed in the import settings.

Journal Date

Date

Date of the transaction.

Memo

4000 Characters

Organization-private note about the transaction. By default, this note will not appear on the transaction records.

Account

Characters

Account name.

Amount

Decimal

Line amount. Debits are expressed as Positive amounts, and Credits as Negative amounts.

Name

Characters

Customer, Vendor, or Employee associated with the line, if any.
If the Account is
 Accounts Payable, the Debit line must have a Vendor.
If the Account is
Accounts Receivable, the Debit line must have a Customer.

Location

Characters

Class

Characters

Exchange Rate

Decimal

Default is 1, applicable if Multi-Currency is enabled for the company.
The number of home currency units it takes to equal one unit of currency specified by Currency Code field.

Is Adjustment

Boolean

Indicates if the journal is an adjustment value.

FAQs

Most of us would have questions while moving data to your QuickBooks Online. Some of them for your reference below:

Will your application support Multi-Line Transactions?

Yes. It will. More Info...

I made some mistakes in the mapping. Your application imported wrongly. So, my QuickBooks file got corrupted. Is there any way to undo or revert?

Sometimes, it happens due to the wrong mapping. It is possible to delete the entire transactions which went bad. Our DELETE feature is the rescue. More Info...

I want to get an email for each upload. Is it possible?

Yes. It is. You need to enable a couple of settings while importing. More Info...

Does your app support taxes?

Yes. It does.

My file has some specific date format. I don't want to change the file. Will your product support all date formats?

Yes. You can select the specific date format as per your requirements. More Info...

Do you have any sample templates?

Yes. We do have. Sample template for Imports.

What file types does SaasAnt Transactions Online support for QuickBooks Online imports?

For almost all entities in QuickBooks Online, SaasAnt Transactions Online supports XLS, XLSX, XLSM, CSV, TXT, Google Sheets, and IIF. Additionally, PDF, PNG, and JPEG are supported only for Receipts, Invoices, Bank Statements, Checks, and Expenses.

How do I report the issues if I am stuck?
Feel free to drop an email to
support@saasant.com

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