cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about banking in QuickBooks Online - Discover more
bhumit1986
Level 1

Can we import Petty Cash Expenses directly like BILLS. I have tried through it but I want to booked directly petty cash expenses?

 
Solved
Best answer April 22, 2019

Accepted Solutions
ShiellaGraceA
QuickBooks Team

Can we import Petty Cash Expenses directly like BILLS. I have tried through it but I want to booked directly petty cash expenses?

Yes, if you are referring to the chart of account expense accounts you can import your petty cash expense account to QuickBooks, bhumit1986.

 

Here's how to do it:

  1. Click Gear, then Import Data.
  2. Click Chart of Accounts.
  3. Click Browse.
  4. Find the Excel file to import, then Open.
  5. Click Next to continue.
  6. Map your data, then click Next.
  7. Adjust your data if necessary, then click Import.

Note: New accounts will be added to the existing ones you already have in your Chart of Accounts. The Type and Detail Type are built-in on the program so we’re unable to add new types.

Please check out this article for your reference: Import Chart of Accounts.

 

If however you are referring to the expense transactions themselves you can not import them in the import data section like you can bills and invoices currently. You can only import them in the banking section and then categorise and add them to Quickbooks that way.

 

If you have additional questions, please let me know. I'm here to help you.

View solution in original post

7 REPLIES 7
ShiellaGraceA
QuickBooks Team

Can we import Petty Cash Expenses directly like BILLS. I have tried through it but I want to booked directly petty cash expenses?

Yes, if you are referring to the chart of account expense accounts you can import your petty cash expense account to QuickBooks, bhumit1986.

 

Here's how to do it:

  1. Click Gear, then Import Data.
  2. Click Chart of Accounts.
  3. Click Browse.
  4. Find the Excel file to import, then Open.
  5. Click Next to continue.
  6. Map your data, then click Next.
  7. Adjust your data if necessary, then click Import.

Note: New accounts will be added to the existing ones you already have in your Chart of Accounts. The Type and Detail Type are built-in on the program so we’re unable to add new types.

Please check out this article for your reference: Import Chart of Accounts.

 

If however you are referring to the expense transactions themselves you can not import them in the import data section like you can bills and invoices currently. You can only import them in the banking section and then categorise and add them to Quickbooks that way.

 

If you have additional questions, please let me know. I'm here to help you.

ETHR
Level 1

Can we import Petty Cash Expenses directly like BILLS. I have tried through it but I want to booked directly petty cash expenses?

When will this be improved? The issue is that we need to import date, payee, category, VAT, amount and memo but we cna not find all those fiels. We do have an excel to import. How can we do that quickly... This was easy in Quick books desktop

Fiat Lux - ASIA
Level 15

Can we import Petty Cash Expenses directly like BILLS. I have tried through it but I want to booked directly petty cash expenses?

@ETHR 

Like this one?

RefNumberBankAccountVendorPrintOnCheckNameTxnDateLocationAddressLine1AddressLine2AddressLine3AddressLine4AddressCityAddressStateAddressPostalCodeAddressCountryPrivateNoteToBePrintedCurrencyExchangeRateExpenseAccountExpenseDescExpenseAmountExpenseBillableStatusExpenseBillableEntityExpenseClassLineItemLineDescLineQtyLineUnitPriceLineAmountLineBillableStatusLineBillableEntityLineClassLocation
101Cash On HandJoe's Coffee 01/10/2020 12 Main StreetSuite 102  AlbanyNY12345  N  General SuppliesGeneral Supplies85.21            
102Cash On HandCostco 01/10/2020 PO Box 1000   DallasTX28456  N  General SuppliesGeneral Supplies125            
103Cash On HandProperty Mgmt Assoc 01/10/2020 PO Box 1800   AlbanyNY12345 Mar 2011 RentN  RentRent1000            

 

ETHR
Level 1

Can we import Petty Cash Expenses directly like BILLS. I have tried through it but I want to booked directly petty cash expenses?

@Fiat Lux - ASIA: yes something like that 

ETHR
Level 1

Can we import Petty Cash Expenses directly like BILLS. I have tried through it but I want to booked directly petty cash expenses?

@ShiellaGraceA , yes I was referring to transactions themselves. What a shame compared to QB desktop if we can not do that automatically now !!!!

Fiat Lux - ASIA
Level 15

Can we import Petty Cash Expenses directly like BILLS. I have tried through it but I want to booked directly petty cash expenses?

@ETHR 

You can prepare it in XLS format and use an importer tool to proceed

https://get.transactionpro.com/qbo

 

Kurt_M
QuickBooks Team

Can we import Petty Cash Expenses directly like BILLS. I have tried through it but I want to booked directly petty cash expenses?

Hi there, @ETHR.

 

I can see how having this option can save you a lot of time importing your data inside your QuickBooks Online (QBO) company. Since this isn't possible at the moment, I'd recommend sending a feature request to our Product Development Team. Once they see your suggestion, they'll evaluate it and consider adding it for future program updates. I'll write down the steps to get you going:

 

  1. Access your QuickBooks Online company.
  2. On the top right-corner, click the Gear icon.
  3. Select Feedback and then enter your comments or product suggestions.
  4. Once ready, click Next to submit feedback.

 

In the meantime, you can visit our official store to find a third-party app that can accomplish the task. Feel free to check this page: https://quickbooks.intuit.com/app/apps/home/

 

Furthermore, you can check this article to learn more about what data can be imported inside QBO: Common questions about importing data to QuickBooks Online.

 

@ETHR, it's been a pleasure to have you here today. The Community space is open 24/7 if you have any additional QuickBooks-related concerns. We've got you covered. Stay safe, and have a nice day!

Need to get in touch?

Contact us