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hassanmakanga007
Level 1
posted
‎October 21, 2022 12:37 AM
last updated ‎October 21, 2022 12:37 AM

Bulk Upload cash expenses via csv

I don't see in the online instructions how to include ref no and other data fields when bulk importing cash expenses via csv.

They only have 3 columns (Date, Description, Amount). How do I upload with ref no, category, payment method, and the other data fields I normally enter in manually when entering an expense? 

Is there an online link showing me how to format these fields for a csv import? Because I still haven't found it.
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2 Comments 2
Fiat Lux - ASIA
Level 15
‎October 21, 2022 01:54 AM

Bulk Upload cash expenses via csv

You can prepare Purchase Cash data with the following template

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            

 

then utilize an importer tool to proceed

https://transactionpro.grsm.io/qbo

 

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JonpriL
Moderator
Moderator
‎October 21, 2022 03:40 AM

Bulk Upload cash expenses via csv

Hi there, @hassanmakanga007.

 

I'll share insights about creating a CSV file of your cash purchases in QuickBooks Online (QBO) so you can upload your transactions accordingly.

 

As of the moment, there isn't an integrated way to create a CS file of cash expenses. Saying you've found a format saying only 3 columns are allowed, I assume it is intended only for your bank transactions.

 

Yes, @Fiat Lux - ASIA is correct, You may need to follow the suggested column formatting. And then choose from any of our third-party applications to integrate with so you can upload the file. I'll show you how to choose an app.

 

  1. Go to Apps.
  2. Select Find Apps.
  3. Enter Upload CSV file of transactions in the Search address.
  4. Click Get App Now.

 

Now that you're to use our apps and upload your cash expenses, consider logging in to any of our supported browser versions and use this reference for guidance for all QBO features to use: Help Articles in QuickBooks Online. Also, you're able to read subtopics that will describe how a feature is used and how to accomplish tasks related to its functions.

 

Let me know in the comments below if you have other questions aside from uploading expenses and working with applications in QuickBooks. Use the Reply option below and don't forget to include my name, @JonpriL. I'll be here to lend a helping hand.

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