Convert CSV or Excel general journal entry files to QBJ and import into Quickbooks 2013-2020 (Win/Mac)

Modified on Sat, Jul 31, 2021 at 7:06 AM

This tutorial shows how to convert CSV general journal entry file to QBJ and import into Quickbooks Desktop. We will use the CSV2QBJ utility. IMPORTANT: CSV2QBJ is replaced with the General Journal Entries app at https://www.propersoft.net/products/general-journal-entries

Step by step instructions for Windows

Follow the steps below 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 the CSV or Excel file. Review transactions before converting.

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

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

Confirm the 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' - Utilities' - 'Import' - 'General Journal Entries'. And select created QBJ file.Review entries before importing.

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

Now your data is imported.

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

You can review entries here.

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 the CSV or Excel file. IMPORTANT: CSV2QBJ is replaced with the General Journal Entries app at https://www.propersoft.net/products/general-journal-entries

Review transactions before converting.

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

Confirm the 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.Review entries before importing.

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

Then click on the 'Import' button.

Now your data is imported.