• Wendy Ni

QBO Tutorial: How to Upload Bulk Journal Entries Using SaasAnt

Why Upload Bulk Journal Entries?

SaasAnt is a software that helps you automate certain tasks in QuickBooks Online. One of the many things that it helps you do is upload journal entries in bulk in just a few seconds. For example, the troublesome payroll journal entry that you have to make every two weeks. This will help save time and see overall how certain journal entries may be impacting your business!


Steps to Uploading Bulk Journal Entries in QBO

There's a particular format that is suggested when uploaded to QuickBooks. Here is a sample copy of the Excel template you can use for reference.

  • Start in SaasAnt Program

  • Click on New Import, on the left side

  • Click Browse File

  • Select the sheet (if you have multiple tabs on your Excel sheet, click on the one you want to use)

  • Select the Entity which is Journal Entry

  • Import to QuickBooks

For a more visual tutorial, here is a video.

Here is a quick blog where we go through step by step on how to automate category expenses with bank rules in QuickBooks Online.



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