Questions? We have answers.

Journal Report - QuickBooks Online

Article author
Jonathon Plowman-Samson
  • Updated

Summary

Learn about the process of exporting a Journal Report from QuickBooks Online to an Excel file.


Configuration Details

  1. Select the Reports tab from the menu bar.
  2. Scroll down to the For my Accountant section.
    for my accountant screen

  3. Under the For my accountant section, find click Journal.
    journal section highlighted

  4. Set the date range and export it as an Excel file.
  5. Save the file to your desired location.
  6. Use the Drag and Drop functionality to import the file into MindBridge.

 


Technical names of reports in QuickBooks (might not exactly match the name displayed in the user interface)

The technical name of this report in the QuickBooks system is journalreport

The following are the technical names in QuickBooks Online of other files you might need to pull:

File for MindBridge

Report to Pull

General Ledger

journalreport

Opening Balance

balancesheetdetailreport

Closing Balance

trialbalancereport

Chart of Accounts

account

 


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.


Share this:

Was this article helpful?

Comments

0 comments

Please sign in to leave a comment.