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connorshalodesig
August 22, 2021
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How can I import expenses from a CSV file?

  • August 22, 2021
  • 2 replies
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Original commenter did not share additional details
    Best answer by Adrian_A

    You'll have to manually download the transactions, connorshalodesig.

     

    Importing transactions from a CSV file is an easy-peasy steps in QuickBooks. Let me guide you how:

     

    1. From the Transactions tab, select Banking.
    2. In the Link account drop-down, select Upload from file.
    3. Click the Drag and drop or select files button.
    4. Select the CSV file and then Open.
    5. In the QuickBooks account dropdown, select the account you want to upload the transactions into. 
    6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks.
    7. Select the transactions 
    8. Select Yes.
    9. Click Let's go.

     

    Afterwards, you can categorize to assign them to their correct account. Here's an article as your guide: Review downloaded bank and credit card transactions.

     

    That should do it, connorshalodesig. I'm just a post-away if you have questions about the categorization process.

    2 replies

    Adrian_A
    Adrian_AAnswer
    August 22, 2021

    You'll have to manually download the transactions, connorshalodesig.

     

    Importing transactions from a CSV file is an easy-peasy steps in QuickBooks. Let me guide you how:

     

    1. From the Transactions tab, select Banking.
    2. In the Link account drop-down, select Upload from file.
    3. Click the Drag and drop or select files button.
    4. Select the CSV file and then Open.
    5. In the QuickBooks account dropdown, select the account you want to upload the transactions into. 
    6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks.
    7. Select the transactions 
    8. Select Yes.
    9. Click Let's go.

     

    Afterwards, you can categorize to assign them to their correct account. Here's an article as your guide: Review downloaded bank and credit card transactions.

     

    That should do it, connorshalodesig. I'm just a post-away if you have questions about the categorization process.

    C
    connorshalodesigAuthor
    August 22, 2021

    Thanks so much. I’m wondering if this will work if the file is not from my bank. I have been keeping track of expenses in a spreadsheet prior to signing up for QBO and prior to setting up bank accounts for the business. If so, what account would I put it in since it’s not associated with any of my accounts in QB?

    JasroV
    JasroV
    August 23, 2021

    I appreciate your prompt reply, Connor.

     

    Allow me to impart some insights about importing transactions in QuickBooks Online (QBO).

     

    Yes, you can import the file even if it is not from your bank. You'll just have to ensure to convert the spreadsheet into a CSV file to seamlessly upload it to QBO. To be guided, you can check out this article for the complete details: Format CSV files in Excel to get bank transactions into QuickBooks.

     

    With regards to what account to use, you can set up a dummy account where you can use initial import. I'll show you how. Before we begin, I'd recommend working with your accountant to ensure you're using the correct account for these expenses. If you're not affiliated with one, you can visit our ProAdvisor page and look for one from there.

     

    When ready, you can follow these steps in creating an account: 

     

    1. Go to the Gear icon and select Chart of Accounts.
    2. Select New to create a new account.
    3. From the Account Type drop-down, choose an account type.
    4. In the Detail Type, select the detail type that best fits the transactions you want to track.
    5. Fill in the needed details.
    6. Then click Save and Close.

     

    You can also check this link for more details: Add an account to your chart of accounts in QuickBooks Online.

     

    Once done, you can now upload the file to your account. For reference, you can follow the steps shared by peer Adrian_A above or utilize this link: Manually upload transactions into QuickBooks Online.

     

    When everything is all set, you'll want to check out these articles for guidance. These can walk you through the steps on how to categorize your transactions and reconcile your account flawlessly: 

     

     

    Have other queries about importing your transactions? You're always welcome to share them with me. I'm always here to back up!

    S
    SergeiK
    March 20, 2023

    If you need to import data from CSV to Quickbooks Online (or Desktop) on a regular basis, take a look at Skyvia. The service allows you to automate the process and you can take this CSV from FTP/SFTP or any file storage. More information is on Skyvia listing on the marketplace or website.

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