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markeiangroupcor
Level 1

How do you import a list of expenses in bulk?

Jow do I import my excel file of expenses to quickbooks?
2 Comments 2
Nicole_N
QuickBooks Team

How do you import a list of expenses in bulk?

Importing transactions from a CSV file is an easy-peasy step in QuickBooks, @markeiangroupcor. I'll be glad to guide you through the process.
 

First, download the transactions from your bank using the two supported file formats in a CSV file. These are the 3 and 4-column formats. Keep in mind that the maximum file size is 350 KB. If the file is too big, shorten the date range and download transactions in smaller batches. Make sure to check if it's in the correct format to avoid errors when importing.

3-column format:
 

 

4-column format:
 

 

After that, let's now upload the file to QBO. Here's how: 
 

  1. Go to the Banking menu
  2. Select the blue tile for the account you want to upload the transactions into.
  3. Click the Link account ▼ dropdown and then Upload from file.
  4. Select Drag and drop or select files, then select the file you downloaded from your bank. Then Continue.
  5. In the QuickBooks account ▼ dropdown, select the account you want to upload the transactions into. Then select Continue.
  6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
  7. Select the transactions you would like to import. Then select Continue.
  8. Select Yes, then Done.

 

If you see an error message, don't worry. Here's how to fix errors while uploading your transactions.

 

Now that you've imported it, you can categorise and match the transactions in the system. Just go to the For Review tab to complete this task. It helps ensure your financial records are accurate.

 

After that, I recommend reconciling your account in QBO to match your bank statement.

 

I'm here anytime you have follow-up questions or other concerns. Enjoy the rest of your day, @markeiangroupcor.

Fiat Lux - ASIA
Level 15

How do you import a list of expenses in bulk?

@markeiangroupcor 

You can use the importer tool

https://get.transactionpro.com/qbo