Convert CSV or Excel general journal entry files to QBJ and import into Quickbooks 2013-2019 (Win/Mac)

Convert CSV or Excel general journal entry files to QBJ and import into Quickbooks 2013-2019 (Win/Mac)

This tutorial shows how to convert CSV general journal entry file to QBJ and import into Quickbooks Desktop. We will use CSV2QBJ utility.

Step by step instructions for Windows

See below steps for the Windows version, followed by the Mac version.

Make sure you are using the latest version of CSV2QBJ. Download it from the CSV2QBJ download page. Start CSV2QBJ and select CSV or Excel file.

CSV2QBJ Windows Step 1: select a CSV file

Review transactions before converting.

CSV2QBJ Windows Step 2: review transactions before converting

Set the Company Name and Company ID, if you needed.

CSV2QBJ Windows Step 3: Company Name

Click the 'Convert' button to create a QBJ file.

CSV2QBJ Windows Step 4: click Convert

Confirm the file name and location.

CSV2QBJ Windows Step 5: file name and location, save

Import created QBJ file into Quickbooks

Now the QBJ file is created, let's switch to Quickbooks and import created QBJ file. Backup your QuickBooks data file before importing. To import a QBJ file, select 'File' - Utilities' - 'Import' - 'General Journal Entries'. And select created QBJ file.

CSV2QBJ Windows Step 6: import a QBJ file in Quickbooks

Review entries before importing.

CSV2QBJ Windows Step 7: review entries before importing in Quickbooks

Click 'Add general journal entry' and confirm that you are importing this file.

CSV2QBJ Windows Step 8: add GJEs in Quickbooks

Now your data is imported.

CSV2QBJ Windows Step 9: data is imported in Quickbooks

Click the 'Company' - 'Make General Journal Entries'.

CSV2QBJ Windows Step 10: click company in Quickbooks

You can review entries here.

CSV2QBJ Windows Step 11: add transactions to the register in Quickbooks

Step by step instructions for macOS

Make sure you are using the latest version of CSV2QBJ. Download it from the CSV2QBJ download page. Start CSV2QBJ and select CSV or Excel file.

CSV2QBJ Mac Step 1: select a CSV file

Review transactions before converting.

CSV2QBJ Mac Step 2: review transactions before converting

Click the 'Convert' button to create a QBJ file.

CSV2QBJ Mac Step 3: click Convert

Confirm the file name and location.

CSV2QBJ Mac Step 4: confirm file name and location

Import created QBJ file into Quickbooks

Now the QBJ file is created, let's switch to Quickbooks and import created QBJ file. Backup your QuickBooks data file before importing. To import a QBJ file, select 'File' - 'Import' - 'General Journal Entries'. And select created QBJ file.

CSV2QBJ Mac Step 5: import in Quickbooks

Review entries before importing.

CSV2QBJ Mac Step 6: review entries before importing in Quickbooks

Click on 'Select All' button and select entries before importing.

CSV2QBJ Mac Step 7: select entries before importing in Quickbooks

Then click on the 'Import' button.

CSV2QBJ Mac Step 8: click import in Quickbooks

Now your data is imported.

CSV2QBJ Mac Step 9: data is imported in Quickbooks

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