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j45780
January 2, 2025
Question

CSV import of expenses into QBO is horrible

  • January 2, 2025
  • 1 reply
  • 0 views

I am trying to import a number of expenses defined in a csv file.  These should go into a specific QB account.  No matter what I try, it does not work.  I tried two approaches:  

  • New->Batch Transactions, Select entity type=Expenses; Import CSV/Excel
  • Transactions->Bank Transactions->Upload from file->Drag an drop or select files.

For the first approach, no matter what I try, the import process rejects my "Expense" or "Expenditure" values in my .csv/.xlsx file for the required Type field.  For the 2nd approach, I am unable to assign expenses to one of my budget line items.

 

I have spent a couple hours trying to get this to work. 

1 reply

K
Kurt_M
January 2, 2025

I don't want you to have this experience when importing CSV files in QuickBooks Online (QBO), @j45780. My goal is to help you upload them seamlessly into the system.

 

There are specific formatting you'll need to utilize to ensure uploading transactions or expenses to QBO using a CSV file is successful. By doing so, QBO can accurately interpret and import your data. You can use a 3- or 4-column arrangement in your file before getting them in the program. For visuals, please refer to the screenshot below.

 

 

 

 

I also encourage you to visit this article for more information: Format CSV files in Excel to get bank transactions into QuickBooks.

 

After modifying the arrangement of your data inside a CSV, you can proceed to import them again. Additionally, here's an article to check out if you require assistance editing or handling expenses in QBO: Enter and manage expenses in QuickBooks Online.

 

I'm ready if you have any additional questions when importing transactions or data in QuickBooks. Use the comment section below, and I'll be sure to extend a helping hand. Stay safe.

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