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Forthewinwin
November 18, 2021
Question

Batch entering expenses in Quickbooks Desktop

  • November 18, 2021
  • 3 replies
  • 0 views

Is it possible to batch enter multiple expense transactions WITHOUT manually creating a bill, cheque, or credit card charge, bill, or invoice for each one? I am trying to like Quickbooks Desktop enough to keep paying for it, but I am finding it even easier to just Excel to batch record transactions. Oddly enough, it doesn't seem to realize people still pay for expenses with a debit card, wire transfer, EFT, etc.

 

Does Quickbooks Desktop just assume every non-credit card expense involves a bill and making a new payable?

 

Also, is it possible to completely disable the check feature?

 

I am an accountant coming from CaseWare and am trying to appreciate QB Desktop as a less expensive alternative, but it is extremely frustrating to do things efficiently (e.g., enter transactions).

 

 

3 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
November 18, 2021

Utilize one of these importer tools to help your work.

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

 

N
Nick K
November 18, 2021

Hi Forthewinwin.

 

QuickBooks Desktop lets you enter and pay transactions in a way that helps you track where each was purchased and when. I'd be happy to help you with this.

 

In order to make multiple expense entries at once you can do one of four things. If these are expenses you make on a reoccurring basis you can memorize the bill to be created on a scheduled time frame. This can be done by following the steps in this article. Another way you can make these entries would be to use a third party which can be found on our third party apps page.

 

The last two options would be to enter the transactions as Journal entries or if you have the QuickBooks Desktop Premier Accountant edition you can use the Batch Enter transactions feature in the Accountant Centre. You can access the Accountant Centre by following these steps: Click the Accountant dropdown menu>Select Accountant Centre>Select Batch Entry Transactions>Select the type of entry you wish to make.

 

If you have any questions let us know and we'd be happy to help.

R
Rochelley
November 26, 2021

Hello @Forthewinwin ,

 

Yes, if you have Quickbooks Desktop Accountant you can enter batch transactions. The regular versions of Quickbooks Desktop do not have this feature.

 

In the top menu, go to Account-->Batch Enter Transactions.  A grid will pop-up.  Use the drop-down to choose the type of transaction you want to make and fill in information accordingly.  If the information already exists outside QB in an Excel spreadsheet, then you can copy and paste your info from there, providing, of course, that your columns are mapped the same way.  If you change transaction types, all previous entries of the same type will be saved and the window will refresh.

 

If it is a multi-line transaction, use the Split button at the bottom left of the window.

 

Hope that helps . . .

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