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milorainbow81-gm
Level 1

Is there a way to import excel file on expenses to pay so that I do not have to key in one by one?

 
2 Comments 2
RCV
QuickBooks Team
QuickBooks Team

Is there a way to import excel file on expenses to pay so that I do not have to key in one by one?

I know a way to do this, milorainbow81-gm.

 

We can import your expenses from your online banking account in a CSV (comma-separated values). Here's how: 

 

  1. Log into your bank’s website.
  2. Follow the steps to download your transactions using CSV file format.
  3. Set the date range.
  4. Follow any on-screen instructions to finish the download.
  5. Save the file to your desktop folder.

 

Then, follow this article on how you can format the Excel file to import your expenses: Format CSV files in Excel to get bank transactions into QuickBooks. Make sure you save it as a CSV file after formatting the columns. After formatting the file, we can already import it to QuickBooks. Follow the detailed steps in this article: Manually upload transactions into QuickBooks Online. From there, you should be able to categorise the expenses: Categorise and match online bank transactions in QuickBooks Online

 

For future reference, read through this article: Common errors for importing bank transactions using CSV. It helps you learn about mapping and formatting your file to avoid any errors when importing them. 

 

I'd be happy to hear any updates after performing the steps as I want to ensure this is resolved for you. Also if you have questions about running reports, please add a reply below. I'd be happy to assist you further.

Fiat Lux - ASIA
Level 15

Is there a way to import excel file on expenses to pay so that I do not have to key in one by one?

@milorainbow81-gm 

You can use a 3rd party importer tool to import Bill Payments and other expense data types into QBO. 

https://transactionpro.grsm.io/qbo