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how to import the bulk cash expenses into quick books
Hi Hariprasad,
Welcome to QuickBooks Community!
Here's a detailed article to help you import transactions into QuickBooks.
I hope this helps!
As another option, utilize the importer tool
https://transactionpro.grsm.io/qbo
https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2
Thanks
those tolls are very high in pricing.
We should have the option in QB itself.
It is asking for QuickBook Credentials.
Is it safe ?
Once a 3rd party app is complied with QBO, it will connect easily. QB will block any app if they don't comply with the security requirement.
Dear Sir,
In banking you can upload csv file for cash entries and bank entries. Please use the format and upload the entries.
Let me know if any issues.
CA Alok Shah
Dear Sir,
Can you please guide how to do it.
@Alok Shah wrote:Dear Sir,
In banking you can upload csv file for cash entries and bank entries. Please use the format and upload the entries.
Let me know if any issues.
CA Alok Shah
Thanks for getting back to us, @hariprasad. Yes, I'm here to guide you through importing your bulk cash expenses into QuickBooks Online (QBO), as @Alok Shah suggested above.
First, let's download the transactions from your bank using the two supported file formats. These are Comma-Separated Values (CSV) and QuickBooks Online (QBO), and the maximum file size is 350 KB. I'll guide you how.
Second, let's reformat the file correctly to avoid any errors when importing them. Here are some reminders to follow:
For more troubleshooting steps, see this article's Formatting CSV files for import section: Import Bank Transactions.
Third, let's upload the file to QBO. Here's how:
To learn more about the process above, see Steps 2 - 5 through this article: Manually Upload Transactions Into QBO.
Then, you can categorise and match the transactions to the existing entries 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 other concerns. Enjoy the rest of your day, @hariprasad.
Dear Sir,
You can save all your cash expenses in the following csv format and then upload the file from banking tab and then select the cash account
Date - Memo - Amount
Once that is done you can bulk upload cash transaction through CSV.
Let me know if any issues
CA Alok Shah
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