JE Import (Standard)

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

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.