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paul73
Level 1

Can you import expense reports from Expensify?

 
1 Comment 1
Ryan_M
Moderator

Can you import expense reports from Expensify?

Hi @paul73,

 

There's currently no option to import reports to QuickBooks Self-Employed (QBSE). 

 

At this time, what you can do in QBSE is import transactions from a different source through a CSV file. 

 

Here's how:

  1. From the Gear icon, select Imports.
  2. Tap Import older transactions on the right for the account you want the transactions to belong to.
  3. Follow the onscreen instructions.
  4. Select Import.

Additional details on this process are found in this article: Add older transactions to QuickBooks Self-Employed.

 

If you need further assistance, post them below. I'll make sure to get back to you.

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