Skip to main content
September 13, 2024
Question

Can i batch import receipts from quickbooks self employed to quickbooks online or is it one receipt at a time?

  • September 13, 2024
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

JaeAnnC
September 13, 2024

Yes, you can, @mo61ngon. I'd be delighted to discuss the steps on how you can download your receipts from QuickBooks Self-Employed (QBSE) and batch import them into QuickBooks Online (QBO).

 

If you haven't yet, you can download your receipts in QBSE by going to the Reports section. To do that:

 

  1. Go to Reports.
  2. Choose the tax year in the Receipts section.
  3. Click Download.

 

Once done, it will generate a zip file containing all your receipts. Ensure to extract the files from the zip folder before uploading them to QBO.

 

Here's how to batch-import receipts into the program:

 

  1. Go to Transactions and select the Receipts tab.
  2. Click Upload from Computer.
  3. Select all the receipts, then Open.

 

For detailed instructions about the process, check out this article: Upload your receipts to QuickBooks Online.

 

In addition, you'll want to categorize transactions into their appropriate accounts to ensure accurate bookkeeping.

 

Please know we always got you covered if you have further questions about importing receipts. Our team ensures to respond promptly to your concerns. Be safe, and wishing you a productive rest of the day.