If you are using the Enterprise, Accountant or Enterprise Accountant version of QuickBooks or if you are an accountant yourself then it’ll be easy for you to send General Journal Entries to your client. You can also import the journal Entries from your accountant or bookkeeper as a .QBJ file if you are on the QuickBooks Pro or Premier version. However, this article will help you to Send and import General Journal Entries manually. You can also contact the QuickBooks Support team by dialing the toll-free number +1888-396-0208 to know more about sending and importing general journal entries.

Send General Journal Entries (.QBJ Files) From QuickBooks Desktop Accountant

If There Are Existing Journal Entries:

  • From the Accountant menu, click on Send General Journal Entries.
  • Provide the appropriate date in From and To dates to filter the Journal Entries list.
  • Mark the Journal Entries that you want to send to your client.
  • (Optional) You can also edit the Journal Entry before sending. To do so, follow the below mentioned steps:
    • Click on the link under the Account
    • Update the Entry from the Make General Journal Entries
    • Click on Save and then Close.
  • To get assured the receipts has imported all the Journal Entries you need to unmark the Allow recipient to select which GJEs to post to file
  • Send the Journal Entries to the recipient Follow the below steps to do so:
    • Click on Email as Attachment for sending the Journal Entries now.
    • Click on Save as File for saving the Journal Entries which .QBJ file extension that you can attach to an email or transfer using a portable media.

If There Are No Existing Journal Entries:

  • From the Accountant menu, click on Send General Journal Entries.
  • Insert a Journal Entry click on Save.
  • Click on the Send GJEs
  • (Optional) You can also edit Journal Entry before sending. Follow the below-mentioned steps to do so:
    • From the Account column, click on the link.
    • Update the Entry from Make General Journal Entries window,.
    • Click on Save & Close.
  • To get assured the receipts has imported all the Journal Entries you need to uncheck the box that states Allow recipient to select which GJEs to post to file.
  • Send the journal entries to the recipient. To do so, follow the below mentioned steps:
    • To send the Journal Entries instantly, click on Email as Attachment
    • To save the Journal Entries as a .QBJ file, you need to click on Save as File. You can attach this file to an email or on a portable drive.

Import General Journal Entries (.QBJ files)

Note: Before you go further you need ensure that no closing date set, or pending accountant’s changes are there.

  • Open QuickBooks and go to File > Utilities > Import > General Journal Entries.
  • Select the .QBJ file that you’ve downloaded and stored on your system.
  • (Optional) In order to review the details, you need to select each Journal Entry from the Add Genera; Journal Entries. If you don’t want to import a particular Journal Entry unmark that entry. In case if there are no checkboxes available in front of the Journal Entries then it means your accountant selected all the Journal Entries to get imported.
  • Click on Add GJEs.
  • Click on OK on the GJEs Import Summary window

Learn More About Importing And Exporting Files

With QuickBooks Desktop, you can import and export multiple file types at the same time. You get this facility so that you can streamline your financial data entry.

Hopefully, the provided steps helped you in sending and importing the General Journal Entries. However, there can be come situations when you face some issues while sending or importing the General Journal Entries. In such situations, you need to get in touch with the QuickBooks Technical Support Number +1888-396-0208 to get your issues resolved instantly.

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Send And Import General Journal Entries In QuickBooks Desktop

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