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j-yap-goodbooch-
Level 1

Does anyone know how to import expenses to QuickBooks that were previously filled into Excel?

 
6 Comments 6
JamesDuanT
Moderator

Does anyone know how to import expenses to QuickBooks that were previously filled into Excel?

I know a way to do this, j-yap-goodbooch-.

 

We can import the your expenses using an Excel file. With that said we can import it through the Banking page. You can follow this article on how you can format the Excel file to import your expenses: Format CSV files in Excel to get bank transactions into QuickBooks.

Make sure you save it as a CSV file after formatting the columns.

 

After formatting the file, we can already import it to QuickBooks. Follow the detailed steps in this article: Manually upload transactions into QuickBooks Online.

 

From there, you should be able to categorise the expenses: Categorise and match online bank transactions in QuickBooks Online.

 

Another option would be to enter the expenses manually by clicking the + New button.

 

We got your back if you have additional questions in importing your transactions to QuickBooks Online.

Fiat Lux - ASIA
Level 15

Does anyone know how to import expenses to QuickBooks that were previously filled into Excel?

@j-yap-goodbooch- 

You may utilize an importer tool to import some transaction types.

https://transactionpro.grsm.io/qbo

 

ccaffrey
Level 2

Does anyone know how to import expenses to QuickBooks that were previously filled into Excel?

@JamesDuanT  and @Fiat Lux - ASIA 

I'm not seeing a way to import the Vendor or Category from a CSV to QBO Expenses. The tutorial only shows you being able to list Date, Description, and Amount...

 

Ideally, I'd like to import a CSV to input all of our Payroll Expenses. We import a CSV file for all of our client Invoices and would like to do the same with Expenses, too. Is there a way?

Fiat Lux - ASIA
Level 15

Does anyone know how to import expenses to QuickBooks that were previously filled into Excel?

@ccaffrey 

Payroll expense should be import as Journal Entry. You can import other expenses as Bills + BillPayments or Purchase Cash. Utilize the importer tool as I mentioned earlier.

https://transactionpro.grsm.io/qbo

 

ccaffrey
Level 2

Does anyone know how to import expenses to QuickBooks that were previously filled into Excel?

@Fiat Lux - ASIA 

When trying to import Payroll into QBO, I select Settings > Import data.  I do not see Journal Entry.  The only options I have are Bank Data, Customers, Vendors, Chart of Accounts, Products and Services, Invoices. There does not appear to be a way to import CSV Expenses without a third party app?...

Fiat Lux - ASIA
Level 15

Does anyone know how to import expenses to QuickBooks that were previously filled into Excel?

@ccaffrey 

Intuit only offers the feature for a limited region.