Entering Batch Expenses with CSV and Getting Error to Select a Different Type of Account

Hi there, michaeljrdrgz.

I can help you successfully import your expenses to QuickBooks.

Let's ensure to review and map the column headers in your CSV file with the QuickBooks fields. A parent or sub-account will not matter as long as you select an expense account. Also, you can verify the error by clicking the red exclamation before the Ref no. column. It'll show the specific data that needs to be selected. 

If the same thing happens, let's try opening your account using a private browser or an incognito window. This browsing doesn’t store data and will help the page load and save data correctly without issues. 

• Press Ctrl + Shift + N (Google Chrome)
• Press Ctrl + Shift + P (Mozilla Firefox)
• Press Command + Shift + N (Safari)

If it works, it’s a good idea to clear the cache to start on a clean slate. If the issue persists, you can try using a supported, up-to-date browser to roll out the possibility of a browser-related issue.

Here's a link that you can check out that will help you manage transactions by batch:

• Create multiple bills or expenses in QuickBooks Online Advanced
• Format CSV files in Excel to get bank transactions into QuickBooks

Feel free to drop me a comment below if you need help with QuickBooks. I'll pop right back in to make sure you’re taken care of.

Thank you for your reply. I realized it was not populating the Payment Account field. Once I populated payment account, all of my batch expenses went through.