I have an excel or csv spreadsheet that I want to overwrite data for a specific time period so I don't get duplicates. recall JE, register.

Hello there, SooBee.

QuickBooks Online (QBO) maintains a strict audit trail, which is why it does not allow for the automatic overwriting of imported transactions, such as Journal Entries.

To avoid duplicates, you must delete any existing transactions before importing for a specific time period. If you need to bulk replace or update existing Journal Entries, you will need to utilize a third-party tool app to manage the large volume of deletions.

Once the old data is removed, proceed with importing your journal entries.

Here's how:

1. Go to Settings, then select Import Data.
2. Select Journal Entries.
3. On the Download page, select Browse. (If you need help formatting your journal entries, select Download a sample file.)
4. Find and select your CSV file. Select Open, then Next.
5. Map your information. Your Field represents the headers on your spreadsheet. From each small arrow icon, select the one that matches a field in QuickBooks Online.
6. Select Next. If you encounter an error, edit the file and try again.
7. Click Start import, then Done.

Once done, you can use the search function to check and edit the journal entries.

If you're looking to import something else, please use the Reply button below. We're here to assist you.