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sarahend-telus-n
Level 1

How do I upload expenses completed before I set up my bank account for the business?

 
1 Comment 1
PatriciaT
QuickBooks Team

How do I upload expenses completed before I set up my bank account for the business?

Hi sarahend-telus-n,

 

I'm glad to hear you're interested in using online banking in QuickBooks Online down the road to benefit from the automatic download of your transactions. I'd be happy to show you how you can upload your expenses before that.

 

In cases where a user can't find their bank in QuickBooks Online or isn't ready to directly connect their bank in the software, one option that would allow their transactions to get added in bulk is via a manual upload of their bank statements. Here's how.

  1. In QuickBooks Online, go to the Banking menu.
  2. Select Upload transactions.
  3. Select Browse and then select the file you downloaded from your bank. Then select Next.
  4. In the QuickBooks account ▼ dropdown, select the account you want to upload the transactions into. Then select Next.
  5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Next.
  6. When you’re ready, select Let's go.

For more about this procedure and which format the file from your bank should have, check out these articles.

If your expenses are Bills, you can also take advantage of the Import data tool in QuickBooks Online to bring them over. Here's how: Import your bills in QuickBooks Online

 

I hope this helps! You're always welcome to stop by if you have more questions.

 

 

 

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