Import General Ledger into QuickBooks

Clients can undoubtedly import General Ledger Accounts (GL) into QuickBooks text files or Excel bookkeeping pages straightforwardly. Simply by using the steps discussed below; Users can properly import information from their General Ledger accounts. Before you proceed to the import step, there are a couple of things expected to consider that might help you in importing the General Ledger Accounts.

Before Importing the General Ledger Accounts, You Must Consider the Points.

Keep the following information in mind:

1. Make a Backup of your QuickBooks company file

It is strongly suggested you first create a backup of your company to utilize to check or as a test before updating the current record. It might step through a few examinations to get your GL planning precisely how you wish.

At the point when you have prevailed with regards to bringing into the backup file, rehash the arrangement steps you needed to take on your backup file on your creation file. You can save by eliminating somewhat imported files from your creation system by utilizing the backup file.

Once done, you can create a backup of your company file then, import the Chart of Accounts.

1. Open the Lists menu, then choose Chart of Accounts.
2. Choose the Account drop-down, then hit Import from Excel.
3. Click on Browse to choose the Excel file you want to import.
4. Choose the file, then hit Open.
5. Choose the Excel Sheet where the data you want to import is on.
6. Map your accounts. Mapping your accounts tell QuickBooks how to import the data from your Excel sheet. The column headings in QuickBooks may be different from your Excel, so you’d need to match them.
   1. Enter a mapping name.
   2. Choose Account as Import type.
   3. Match the information under QuickBooks with the column headings in your Excel sheet.
   4. Hit Save.
7. Click on Import. If it’s your first time importing, hit Yes.

2. Set Up Your QuickBooks Guidelines

QuickBooks authorizes the client to show a client’s name every time they log in to the AR account. QuickBooks allows users to indicate the name of the seller each time they access the Accounts Payable to Sales Tax. This will be the general record of sellers in the QuickBooks to which we will add all the sales tax numbers.

3. Map Your GL Accounts

Before you can import your account details into QuickBooks, you will want to map it correctly. It is necessary to check your mapping every time you add or change an account or use new changes, employee comp codes, or other things that could affect your GL.

How to Import General Ledger into Quickbooks Online, Pro, Enterprise, or Desktop

Alternate Steps to Import General Ledger into the QuickBooks Desktop

Your QuickBooks account can be imported with a variety of lists and transactions. Additionally, you may import data in a variety of file formats, such as IIF, CSV, and MS Excel. General Ledger data can be imported in one of two ways. Using an Excel sheet, you can import your data into QuickBooks. The alternative is to install the QuickBooks Import Excel and CSV toolbox. Once the toolbox is installed, you can import your data as a CSV file.

We will discuss two ways to import general ledger into QuickBooks Desktop and QuickBooks Online in this article.

Step 1: Introduce your Account Number

You will have to initially type your account numbers into the system to appropriately import your day-by-day or month-to-month general ledger for use in your accounting program.

• At first, sign in to your system
• Then, attempt to get to the setup menu
• Presently, go to the tab named (Store Settings) and afterward click on the message tab
• In the lower window, you can see Account Name.
• Under the equivalent, you will see a list of all accounts.
• Also, this account store is right presently for clients.
• Just enter the Account Number in the appropriate fields with the comparing list of your Chart of Accounts.
• Finally, utilize the (Save Store) button to save the progressions made.

Step 2: Create The General Ledger Files

You can import on a day-by-day or month-to-month foundation of your standard ledger into QuickBooks. General Ledger is automatically created whenever Holiday Saved starts from the store.

If you want to create a monthly GL, you will see a button labeled “Create GL <month>” at the bottom of the screen, with previous months listed. You can manually change the date of the end-of-day screen to upload the general ledger of the previous month.

Step 3: Importing

All the steps are taking part in the import of the General Ledger file into QuickBooks: First, open the company file.

• Next, go to the File menu which, you can see on the top menu bar
• Using the drop-down menu, you need to select Utilities >> Import >> IIF Files
• Finally, you will have to ask to choose the IIF file you want to import.

Step 4: Import General Ledger in QuickBooks Online & Desktop using Excel Sheet

To do this process, you have to open QuickBooks and keep the data import continuous using an excel sheet. Why when you will upload the excel sheet then it will be easy to use the general ledger option.

Here are the step to importing a general ledger in QuickBooks Desktop or Online, follow carefully the steps which is mentioned list below:

• Sign in to your QuickBooks Account
• After that, select the “gear icon”. It should be in the top right corner.
• Then, Click on the Import Data button
• Next, select the “Accounts” tab.
• Currently, you can browse the excel sheet and submit it to QuickBooks

Step 5: Add QuickBooks General Ledger using Import Excel and CSV Toolkit

You need to install QuickBooks Import Excel and CSV toolkit for this process. By doing this you can easily import the list in CSV format. Remember that this process cannot be reversed, so be sure to back up QuickBooks before starting this process.

Here are the steps to import general ledger in QuickBooks Desktop from Excel using QB Import Excel and CSV toolkit:

• Once you have installed the QuickBooks Import Excel & CSV Toolkit, save your file on the desktop.
• Then open the file by double clicking on QuickBooks import excel and csv.exe, when it is opened this will launch the “WinZip Self-Extractor” screen.
• Press the Browse option
• Now select the folder where you want to install the toolkit and press the OK button.
• After that click on unzip option and extract the content here
• After that select Close and the WinZip Self-Extractor screen will close.
• Then go to the selected folder and launch the QuickBooks Import Excel & CSV folder.

Last Word!

In QuickBooks, you can import exchanges and records in various file designs including CSV and MS Excel. General Journal Entries, Chart of Accounts, Vendor Types, Items, and more can be imported into your QuickBooks account. In the above data, we have shared how to import a general ledger into QuickBooks Desktop. Ideally, you have your question settled.

Need Professional Help?

If you still are facing issues with the program then you would need to get help from QuickBooks customer care staff. To talk to them you can dial Chat now.

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