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MattTx
Level 1

how to link western union into my expense?

Admin

I have some employees who are out of country and pay them through western union transfer. How to add these payments to my expense? how to link quick book online with western union transfers?

 

Thanks

Matt

4 Comments 4
gayatriluthfias20
Level 7

how to link western union into my expense?

Hi @MattTx , you could enter wire transaction through these steps . Comment back, cheers.

MattTx
Level 1

how to link western union into my expense?

Is it possible to import all my existing wire transfer from a CSV file, if yes, can you tell me the steps as well

 

Thanks

Matt

gayatriluthfias20
Level 7

how to link western union into my expense?

Hi @MattTx , i don't really know enter csv in wire transaction with above steps. Another work around is setup new account for wire transfer under asset account , then fill in description field about vendor name and bank account or other account the wire was transferred from (record journal manually) so you could enter transaction in csv file. For easier way transfer csv file you could use this link https://transactionpro.grsm.io/qbo . Try to find and seems can't link western union to quickbooks, just enter transaction manually. Comment back, cheers.

RCV
QuickBooks Team
QuickBooks Team

how to link western union into my expense?

Thanks for coming back, MattTx. 

 

The CSV (comma-separated values) files are simple text files containing tabular data. Each field in the file is separated from the next by a comma.

 

We can import your existing wire transfer as a bank transaction to QuickBooks Online (QBO) using Excel CSV (comma-separated values) files. The information we receive depends on what your bank shares with us. You can contact them directly to check if they can provide full bank details of the downloaded transactions.

 

Here's how to import transactions from a CSV file: 

 

  1. Go to the left Banking menu and choose Banking.
  2. Select File upload. If you’ve never connected an account, you can select Upload transactions manually.
  3. Tap Browse and choose the file you downloaded from your bank. If you haven't downloaded your CSV file yet, follow the onscreen instructions in the Upload file window to download your transactions and then select the file you downloaded.
  4. Press Open and choose Next.
  5. From the QuickBooks Account drop-down list, select the bank or credit card account then Next.
  6. Choose a Datedate formatDescription, and AccountNote: You can choose 1 column or 2 columns. Then, Next.
  7. Place a checkmark on the transactions to import and hit Next.
  8. Click Yes and choose Let's go!.

For more details about this one, check out this article: Import bank transactions using Excel CSV files.

 

To learn more about managing bank transactions, visit our Banking page. From there, you'll see related articles about bank feeds and reconciliation. 

 

That should point you out in the right direction. I'll be right here to continue helping if you need a hand with reconciling your account or any QBO related. Assistance is just a post away. You have a good one.

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