Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
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:
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.
You can use a 3rd party importer tool to import Bill Payments and other expense data types into QBO.
https://transactionpro.grsm.io/qbo
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here