How to use the app (General Journal Entries mode)

This tutorial shows how to use the ProperConvert converter in the General Journal Entries mode. See it as a video at the end of this article.

Introduction

This tutorial shows how to use the ProperConvert app in the General Journal Entries mode. Please see another tutorial about the default Transactions mode.

Step 1: Download and install the app

To download the app, go to the main page and click the Download button. Once downloaded and installed, start the ProperConvert app.

Step 1: Download and install the app

Step 2: Open a CSV or Excel file with General Journal Entries

Select a CSV file with General Journal entries. You can use CSV or Excel file. There is a sample CSV file sample-gje.csv you can use to create your entries.

Step 2: Open a CSV or Excel file with General Journal Entries

Step 3: Switch to the General Journal Entries mode and select output format

The first thing to do is to switch to the General Journal Entries mode.

Step 3: Switch to the General Journal Entries mode

Then select either IIF or QBJ output format. The IIF format is easier and less restrictive.

Step 3: select output format

Uncheck the “Open after save” checkbox to have better control over the created file. When the checkbox is set, the converter calls Quickbooks to import right after creating the output file.

Click the Convert button and confirm the filename and the file location.

Step 3: Uncheck open after save

Step 4: Backup Quickbooks and import IIF or QBJ file

Make sure to back up your Quickbooks company data file before importing any files.

Step 4: Backup Quickbooks

To import the created IIF file manually, in Quickbooks, click File, Utilities, Import, IIF.

Step 4: import IIF file

For Quickbooks 2019 or later, choose the legacy method for faster import and the new method for a more restrictive mode. For the restrictive mode in case any failed transactions, Quickbooks creates a new IIF file with the added timestamp in the filename. You can open this file in Notepad and read the errors.

Step 4: legacy IIF import method

Step 4: IIF import confirmation

To import created QBJ file manually in Quickbooks, click File, Utilities, Import, General Journal Entries.

Step 4: Import QBJ file

Step 4: Review QBJ file before finishing import

For QBJ files, Quickbooks shows the preview for imported data as a better interface option.

Step 4: Imported QBJ file confirmation

Step 5: Review imported entries in QuickBooks after IIF ro QBJ import

You can review imported entries after import for both IIF and QBJ files.

Step 5: Open General Journal Entries form in Quickbooks

Step 5: Review imported entries in QuickBooks after IIF ro QBJ import

See another tutorial for the Transactions mode.

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