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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
lauranfram
New Member

I have a great many paid receipts for expenses. Can I upload all in a spreadsheet and if so waht fields do I need to use?

 
1 REPLY 1
Ethel_A
QuickBooks Team

I have a great many paid receipts for expenses. Can I upload all in a spreadsheet and if so waht fields do I need to use?

Yes, you can upload a CSV file into QuickBooks Online containing a list of expenses you've paid as bank transactions, @lauranfram.

 

Make sure the file is properly formatted to avoid errors. QuickBooks Online accepts a 3 or 4-column format. For the 3-column format, enter the expense amount as negative. Check the list below for the general format:

 

  • Remove zeros from the Amount, Credit, or Debit columns and leave the cells blank instead.
  • Make sure the Description column doesn’t include any numbers.
  • Use only these column headers: "Amount", "Credit", or "Debit" (avoid adding extra words).
  • Ensure all dates are in the same format, preferably dd/mm/yyyy.
  • Mac users should save the file in Windows CSV (.csv) format.
  • For the 3-column format, add the Date, Description and amount as the header.


     
  • For the 4-column format, add the Date, Description, Debit and Credit as the header.


     

Once your CSV is correctly formatted, follow these steps to upload your transactions.

 

  1. Go to the Gear icon and choose Import data under Tools.


     
  2. Select Bank Data.


     
  3. Click Drag and drop or select files.


     
  4. Choose the file and click Continue.
  5. Select the bank or credit card account you want to upload, and then click Continue.
  6. Follow the on-screen instructions to upload and map your file.

 

Here is an article you can read to learn more about uploading a CSV file in QuickBooks Online: Prepare your CSV file for bank upload to QuickBooks.

 

Don't hesitate to comment below if you have questions about uploading files in QuickBooks Online.

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