Hello there.
I'll be sure to help you get your petty cash transactions to QuickBooks Online (QBO).
Yes. You can upload petty cash tractions to QuickBooks. Make sure you meet the requirements and follow the format successfully. See this article for details: Common questions about importing data to QuickBooks Online.
In QBO, you can import your data through the Gear icon and click Import Data. Otherwise, you can follow the steps below to import your bank transactions to your company file.
- From the Transactions tab, select Banking.
- In the Link account drop-down, select Upload from file.
- Click the Drag and drop or select files button.
- Select the CSV file and then open it.
- From the QuickBooks account drop-down, select the account you want to upload the transactions into.
- Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks.
- Select the transactions, and then click Yes.
- Then, click Let's go.
Once you get your transactions to QuickBooks, you'll want to match and categorise them. The transactions go into your accounts after you review them.
I'm also attaching this article for future reference in reconciling your accounts so they always match your bank and credit card statements: Reconcile an account in QuickBooks Online.
Tag me in the comment below if you have clarification on managing petty cash and other transactions in QuickBooks. I'll always be around to help you.
