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Hi, I have a number of expenses that I paid for in cash (ie, not using my bank account), I have them in excel, can I upload them all into QBO, and how would I do it?

 
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QuickBooks Team

Hi, I have a number of expenses that I paid for in cash (ie, not using my bank account), I have them in excel, can I upload them all into QBO, and how would I do it?

Yes, you can import it in QuickBooks Online, Nolan-l-west-gma. Let me help you.


First, you'll have to create an account where you will add the transactions. This way, you won't be adding it to your bank account. Here's how:

  1. Click Accounting.
  2. Go to the Chart of Accounts tab.
  3. Click New.
  4. Select the Account Type and Detail Type.
  5. Enter the desired name.
  6. Click Save and close.

I suggest reaching out to your tax adviser on what types to use for the account.

 

Next, you can already upload the transactions from Excel.

 

Once done, you can categorise and add bank transactions

 

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