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QuickBooks Desktop: Journal Report

Article author
Jonathon Plowman-Samson
  • Updated

Summary

Below are the steps to export a Journal Entry export from QuickBooks which can be imported directly into MindBridge with no data manipulation required.  


Instruction

  1. Open QuickBooks and click Reports from the menu bar.
  2. Click Accountant and Taxes from the drop-down list.
  3. Click Journal from the sidebar list. 
  4. In the Journal window that just opened, select your date range. (We recommend one year at a time).
  5. From the Journal window menu, select Excel and then the .xlsx format.
  6. Save the file to your preferred location.
  7. Use Drag and Drop to import the file.

Anything else on your mind?
Log in to MindBridge to chat with us, submit a request, or reach out to your assigned Customer Success Manager.


 

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