JE Import (Standard)

$79

Import Journal Entries from Excel into QuickBooks Desktop (Single Entry)

This solution was developed as we needed to post a very large (hundreds of lines) unique Journal Entry every other week for payroll. We worked through options with IIF imports which worked, but the process was just too complicated - we wanted something much more simple. Enter the QuickBooks Software Development Kit (SDK). Using this tool we added some programming onto an Excel Spreadsheet, giving us these benefits.

Features

Copy and Paste from other systems (email, spreadsheets, etc)
Build Journal Entries using Excel formulas
Save Journal Entry Spreadsheets to be reused as needed
Post very large Journal Entries to QuickBooks in seconds with the click of a button

Requirements

QuickBooks Desktop for Windows version 2010 or later
Microsoft Excel 2013 or later

Resources

Feature Video

Frequently Asked Questions

Does this tool work in a hosted environment?

Every hosted environment is managed according to their own business model and as security and up-time are generally high on their list of priorities, they will likely require any software to be certified before they will allow it to be installed. A trial version is available for testing if needed. That said, all of our Excel Customizations will work in a hosted environment that meets the minimum system requirements, just make sure the tool is installed and running in the hosted environment and not the local desktop.

What if I need to upload multiple Journal Entries at the same time?

The JE Entry Tool is designed to upload a single journal entry at a time which is perfect for most uses; however, if you need a tool that can upload multiple journal entries in a single push, consider the 'Pro' version of the tool.