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ceo-yojnaa-com
Level 1

How to bulk upload expenses (credit card setatement) via spreadsheet into QBO ?

 
2 Comments 2
Fiat Lux - ASIA
Level 15

How to bulk upload expenses (credit card setatement) via spreadsheet into QBO ?

You can prepare your CC Charges data with the following template

RefNumberCreditCardPayeeTxnDateLocationAddressLine1AddressLine2AddressLine3AddressLine4AddressCityAddressStateAddressPostalCodeAddressCountryPrivateNoteCurrencyExchangeRateExpenseAccountExpenseDescExpenseAmountExpenseBillableStatusExpenseBillableEntityExpenseClassLineItemLineDescLineQtyLineUnitPriceLineAmountLineBillableStatusLineBillableEntityLineClass
101Visa AccountStarbucks01/10/2020            General SuppliesMiscellaneous12.51   Supplies  112   
102AmexCostco01/10/2020            General SuppliesOffice Supplies125           
103MasterCardStaples, Inc.01/10/2020            Office SuppliesOffice Supplies25           

 

then utilize an importer tool to proceed

https://transactionpro.grsm.io/qbo

 

Trish_T
QuickBooks Team

How to bulk upload expenses (credit card setatement) via spreadsheet into QBO ?

Hi ceo-yojnaa-com,

 

Welcome to Community!  QuickBooks Online has the features you need to accomplish your daily goals seamlessly.  I'll be happy to help!

 

With the built in feature to Import bills, you can complete the process in just a few steps.  After you've prepared your file in .csv format you can upload it effortlessly and get back to what you love!  

 

Before you get started, I suggest downloading the sample file in QuickBooks.  Here's how;

 

1. Click on Settings ⚙ in the top right and then select Import data

2. Open Bills

3. Download an example

For a smooth transition, make sure there are no empty columns or rows on your spreadsheet.

 

Here's a helpful guide to assist you with importing your bills in QuickBooks Online.  In addition, you can manually upload transactions in the Banking feature.

 

Please don't hesitate to reach back out if you have any other questions.  We'd be happy to assist!

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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