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I've seen multiple posts about importing data into Quickbooks, but nothing matched what I was looking for.
I've been keeping track of expenses on a spreadsheet since my business opened. I've tracked most of the data that you'd find on a typical Quickbooks expense entry (date, amount, description/detail, vendor, reference #, expense category/account, etc.).
I know I can import banking records, but the import function only lets me link the date, detail, and amount columns.
Is there a way to link all of the fields that would exist on a normal expense entry?
Hi there, ksm283.
I know how important it is to link all of the fields that would exist on a normal expense entry. I'm here to make sure this gets taken care of.
I agree with Fiat Lux - ASIA to look for a third-party application that allows you to link all the fields in the expense entry. We can go to our App store to find a particular application and get this done. Here's how:
Another way is to go directly to this link: QuickBooks Apps.
I've also included this article to help you export your report to Excel for more customization options in QuickBooks Online: Export your reports to Excel from QuickBooks Online.
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