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LBeers
Level 1

I have business expenses paid from various source accounts. Can I upload a list of my expenses?

 
2 Comments 2
MoiraskyeT
QuickBooks Team

I have business expenses paid from various source accounts. Can I upload a list of my expenses?

Yes, @LBeers, you can upload your list of expenses to QuickBooks Online (QBO). There are two ways to do this.

 

You can either manually create your expense for Bank accounts that are not yet connected.

 

Here's how you can do it:

 

  1. Sign in to your QBO account.
  2. Click on +Create.
  3. Under Vendors, select Expenses.
  4. Fill in the necessary information.
  5. Save and close once done.

 

Or, if your account is already connected in QBO, you can import your expense data as Bank Transactions using a PDF, JPG, PNG, HEIC, CSV, QFX, QBO, OFX, or TXT file.

 

Here's how:

 

  1. Go to the Accounting tab and click on Bank Transactions.
  2. Select the Link account dropdown, then Upload from file.
  3. Choose your file and click Continue.

 

Our Community is always here ready to assist you, please feel free to ask any questions. We're committed to helping you reach your goals.

MoiraskyeT
QuickBooks Team

I have business expenses paid from various source accounts. Can I upload a list of my expenses?

Hi, @LBeers.

 

I just wanted to follow up to check if the resolution we provided helped resolve your issue.

 

Please let us know if everything is now working as expected or if you’re still experiencing any problems.

 

We’ll be glad to assist further if needed.

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