A general journal entry is basically a type of accounting transaction that can be entered to the general ledger directly. Today, we will be talking about the process to export journal entries from QuickBooks to excel. The general ledger in the company is the primary account group that is used to record transactions on the income statement and balance sheets. One can export journal entries from QuickBooks to excel when needed.
In case the user is seeking for the process to export general journal entries from QuickBooks online to excel, then this post can be of some help. This article will provide you with the entire process. Thus, make sure to read this article till the end, or contact our professionals for further assistance.
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Steps to Export Journal Entries Reports from QuickBooks to Excel
The user can perform the steps below to export general journal entries.
Scenario 1: In case there are existing journal entries
- The user needs to move to the Accountant & Taxes menu and click on Send general journal entries.
- Select from the dates drop down menu or type the appropriate date in the form and to dates to filter the list of journal entries.
- Check the box to Send the journal entries
- And Edit the journal entries if needed
- The user is then required to select the Account column and the link there.
- Update the entry in the make general journal entries window.
- In the next step hit a click on Save and close.
- Uncheck the allow recipient to select which GJEs to post to the file box
- In case you want to ensure that the recipient imports all the journals entries
- And send the journal entries to the recipient
- And further, hit a click on Email as attachments to send the journal entries now.
- To save the journal entries as a QBJ file which can be attached to an email or transferred to portable media.
- And select Save as file.
Scenario 2: In case there are no existing journal entries
- The user needs to move to the Accountant menu and click on Make general journal entries.
- Enter a journal entry and click on Save.
- Select send GJEs
- And Edit the entry if needed
- Select the entries you want to Send
- And send them to the recipients
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Conclusion!
By the end of this article, it is believed that the above stated steps would be enough to export journal entries from QuickBooks to excel. However, if you still have queries, then make sure to contact our QuickBooks support team professionals at 1-800-761-1787, and let our team of experts resolve your query.
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