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Everything you need to know about banking in QuickBooks Online - Discover more
niamosideas
Level 1

Hi Is it possible to upload a spreadsheet of expense transactions into quickbooks? Thanks

 
2 REPLIES 2
Ryan_M
Moderator

Hi Is it possible to upload a spreadsheet of expense transactions into quickbooks? Thanks

Hi @niamosideas,

 

I'm here to take care of this query for you about import options in QuickBooks Online (QBO).

 

You have the option to import your bill transactions into your QBO company. Let me show you how:

 

  1. Go to the Gear icon.
  2. Select Import data.
  3. Click Bills.

On this page, you can view the Import guide for this process. You can also click on the Download an example link, so you can see up close the format you need to use to import these bills to your QBO company. 

 

When your file is ready, click Browse to locate the CSV file. Then click Next so you can proceed. 

 

Other options for importing files into QBO are on this page: QuickBooks Apps Store. It's a compilation of third-party apps you can sync to your QBO company. Some of which can assist you with importing Excel files.

 

Let me know if you have other concerns, and I'll be sure to take care of them.

Fiat Lux - ASIA
Level 15

Hi Is it possible to upload a spreadsheet of expense transactions into quickbooks? Thanks

@niamosideas 

You may utilize an importer tool to import Bill Payments and Purchase Cash data into your QBO account.

https://transactionpro.grsm.io/qbo

 

 

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