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March 20, 2023
Question

Batch import expenses from .csv

  • March 20, 2023
  • 2 replies
  • 2 views

Hello, with the recent overhaul of QBO, can someone please clearly explain how do we batch import expenses using a .csv file? Everything I'm reading is dated to 2021, and some threads are mentioning a download of "QuickBooks_Import_Excel_and_CSV" which has documentation and screen caps from 2007/2008. I have about 90 expense transaction I have saved in a spreadsheet that i'd like to get over to qbo. 

2 replies

QuickBooks Team
March 21, 2023

Thanks for reaching out here in the Community, @TUBR. I'll walk you through the process to have your expenses available inside QuickBooks Online (QBO).

 

Know that I commend you for finding out about this way of handling your expenses. Importing transactions from a CSV file isn't complicated in QuickBooks. To get you going, these are the steps:

 

  1. Access your QuickBooks Online company.
  2. From the Transactions tab, select Banking.
  3. In the Link account drop-down, select Upload from file.
  4. Click the Drag and drop or select files button.
  5. Select the CSV file and then Open.
  6. In the QuickBooks account dropdown, select the account you want to upload the transactions into.
  7. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks.
  8. Select the transactions, and then click Yes.
  9. Once done click Let's go.

 

Additionally, I've got you this handy article to help you manage your transactions in QBO: Categorize and match online bank transactions in QuickBooks Online.

 

@TUBR, It's been a pleasure to have you here today. In case you need further assistance managing CSVs and getting them into QuickBooks. Feel free to click the Reply button below. I'll make sure to get back to you as soon as possible. Have a good one!

TUBRAuthor
March 21, 2023

Can this be done for manually recorded transactions? I have a spreadsheet full of cash and non business credit card purchases. Just trying to make sure that's clear before I start this process

Fiat Lux - ASIA
Level 14
March 21, 2023

@TUBR 

Another option, use csv2qbo converter tool.

https://www.moneythumb.com/?ref=110

 

Moderator
March 21, 2023

Welcome back, TUBR.

 

Yes, you are correct. Using this method, you can upload your cash and personal credit card purchases. Before you proceed, please ensure you have the correct CSV format. For more information, see this article: Format CSV files in Excel to get bank transactions into QuickBooks.

 

I've also included this resource to help you resolve some errors when importing transactions into QuickBooks Online: Common errors for importing bank transactions using CSV.

 

In addition, check out this resource for a comprehensive guide to ensuring your QuickBooks balance matches your bank or credit card statement balance: Reconcile an account in QuickBooks Online.

 

Don't hesitate to post again if you have further questions about managing your records in QuickBooks. Have a great day.

TUBRAuthor
March 21, 2023

is there no way to change the category in batch?