Can we import Petty Cash Expenses directly like BILLS. I have tried through it but I want to booked directly petty cash expenses?

bhumit1986 · ‎April 22, 2019

ShiellaGraceA · ‎April 22, 2019

Yes, if you are referring to the chart of account expense accounts you can import your petty cash expense account to QuickBooks, bhumit1986.

Here's how to do it:

Click Gear, then Import Data.
Click Chart of Accounts.
Click Browse.
Find the Excel file to import, then Open.
Click Next to continue.
Map your data, then click Next.
Adjust your data if necessary, then click Import.

Note: New accounts will be added to the existing ones you already have in your Chart of Accounts. The Type and Detail Type are built-in on the program so we’re unable to add new types.

Please check out this article for your reference: Import Chart of Accounts.

If however you are referring to the expense transactions themselves you can not import them in the import data section like you can bills and invoices currently. You can only import them in the banking section and then categorise and add them to Quickbooks that way.

If you have additional questions, please let me know. I'm here to help you.

View solution in original post

ShiellaGraceA · ‎April 22, 2019

Yes, if you are referring to the chart of account expense accounts you can import your petty cash expense account to QuickBooks, bhumit1986.

Here's how to do it:

Click Gear, then Import Data.
Click Chart of Accounts.
Click Browse.
Find the Excel file to import, then Open.
Click Next to continue.
Map your data, then click Next.
Adjust your data if necessary, then click Import.

Note: New accounts will be added to the existing ones you already have in your Chart of Accounts. The Type and Detail Type are built-in on the program so we’re unable to add new types.

Please check out this article for your reference: Import Chart of Accounts.

If however you are referring to the expense transactions themselves you can not import them in the import data section like you can bills and invoices currently. You can only import them in the banking section and then categorise and add them to Quickbooks that way.

If you have additional questions, please let me know. I'm here to help you.

ETHR · ‎June 27, 2023

When will this be improved? The issue is that we need to import date, payee, category, VAT, amount and memo but we cna not find all those fiels. We do have an excel to import. How can we do that quickly... This was easy in Quick books desktop

Fiat Lux - ASIA · ‎June 27, 2023

@ETHR

Like this one?

RefNumber

BankAccount

Vendor

PrintOnCheckName

TxnDate

Location

AddressLine1

AddressLine2

AddressLine3

AddressLine4

AddressCity

AddressState

AddressPostalCode

AddressCountry

PrivateNote

ToBePrinted

Currency

ExchangeRate

ExpenseAccount

ExpenseDesc

ExpenseAmount

ExpenseBillableStatus

ExpenseBillableEntity

ExpenseClass

LineItem

LineDesc

LineQty

LineUnitPrice

LineAmount

LineBillableStatus

LineBillableEntity

LineClass

Location

101

Cash On Hand

Joe's Coffee

01/10/2020

12 Main Street

Suite 102

Albany

NY

12345

N

General Supplies

85.21

102

Cash On Hand

Costco

01/10/2020

PO Box 1000

Dallas

TX

28456

N

General Supplies

125

103

Cash On Hand

Property Mgmt Assoc

01/10/2020

PO Box 1800

Albany

NY

12345

Mar 2011 Rent

N

Rent

1000

ETHR · ‎June 28, 2023

@Fiat Lux - ASIA: yes something like that

ETHR · ‎June 28, 2023

@ShiellaGraceA , yes I was referring to transactions themselves. What a shame compared to QB desktop if we can not do that automatically now !!!!

Fiat Lux - ASIA · ‎June 28, 2023

@ETHR

You can prepare it in XLS format and use an importer tool to proceed

https://get.transactionpro.com/qbo

Kurt_M · ‎June 28, 2023

Hi there, @ETHR.

I can see how having this option can save you a lot of time importing your data inside your QuickBooks Online (QBO) company. Since this isn't possible at the moment, I'd recommend sending a feature request to our Product Development Team. Once they see your suggestion, they'll evaluate it and consider adding it for future program updates. I'll write down the steps to get you going:

Access your QuickBooks Online company.
On the top right-corner, click the Gear icon.
Select Feedback and then enter your comments or product suggestions.
Once ready, click Next to submit feedback.

In the meantime, you can visit our official store to find a third-party app that can accomplish the task. Feel free to check this page: https://quickbooks.intuit.com/app/apps/home/

Furthermore, you can check this article to learn more about what data can be imported inside QBO: Common questions about importing data to QuickBooks Online.

@ETHR, it's been a pleasure to have you here today. The Community space is open 24/7 if you have any additional QuickBooks-related concerns. We've got you covered. Stay safe, and have a nice day!

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Can we import Petty Cash Expenses directly like BILLS. I have tried through it but I want to booked directly petty cash expenses?