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ksm283
Level 1

Importing Expenses

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?

2 Comments 2
Fiat Lux - ASIA
Level 15

Importing Expenses

You will need a 3rd party app to do so

https://transactionpro.grsm.io/qbo

 

LeizylM
QuickBooks Team

Importing Expenses

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:

 

  1. Log in to your QBO account.
  2. Go to Apps on the left side menu.
  3. Search for the app in the Find apps to streamline your work field.
  4. Look for an app that supports uploading contracts and other documents.
     

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.

 

You're always welcome to post again if you need further assistance in QuickBooks. We're available to help you at any time.

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