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favio-startunive
Level 1

Hello Is it possible to import expenses or bills? In https://app.qbo.intuit.com/app/importdata I can't find this option, does it exist?

 
2 Comments 2
MorganB
Content Leader

Hello Is it possible to import expenses or bills? In https://app.qbo.intuit.com/app/importdata I can't find this option, does it exist?

Good morning, favio-startunive.

 

Thanks for joining us here in the Community. I'm happy to lend a hand and show you how to import expenses in QuickBooks Online.

 

This can be done by using a CSV file format. The formats include a 3-column version or 4-column. The 3-column includes date, description, and amount, and the 4-column lists date, description, credit, and debit. Once you have your file formatted, you're ready to upload. Here's how:

 

1. From the left navigation menu choose Banking.

2. Select the drop down menu shown with the Link account button and click Upload from file.

3. Click the Drag and drop or select files button.

4. Choose the CSV file and then Open.

5. Select the account you want to upload the transactions into from the QuickBooks account dropdown.

6. Complete the steps to match the columns.

7. Choose the transactions, click Yes, then Let's go.

 

That will do it. You'll then have your expenses added to your QuickBooks Online account. I recommend checking out the following article for additional info: Format CSV files in Excel to get bank transactions into QuickBooks

 

Please let me know in the comments if you have any other questions or concerns. I'll be here to help.

Fiat Lux - ASIA
Level 15

Hello Is it possible to import expenses or bills? In https://app.qbo.intuit.com/app/importdata I can't find this option, does it exist?

@favio-startunive 

You need a 3rd party tool to import Bills, CC Charges, Checks, and Purchases Cash.

 https://get.transactionpro.com/qbo

 

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