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November 17, 2022
Question

Can i import my expenses from excel? the bank that i am working with doesnt have integration with quickbooks , so i want to import my transactions manually.

  • November 17, 2022
  • 2 replies
  • 0 views
i have a expenses list in the same format as the invoices.
i want to import this list from excel to quickbooks online.

2 replies

Fiat Lux - ASIA
November 17, 2022

You can utilize a converter tool as a workaround. e.g csv2qbo, pdf2qbo

https://www.moneythumb.com/?ref=110

 

November 17, 2022

You’re right, himmebt.

 

Since QuickBooks Online (QBO) does not support the bank with which you’re affiliated. You’ll have to manually import this to your company file to enable you to manage and categorize them to the correct accounts. In this, I’ll gladly lay out the steps to help you accomplish this:

 

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

 

Once done, match and categorize them into the correct accounts. Afterwards, you can proceed with reconciling them. This way, we can review and ensure that your books are balanced

 

Please let me know if you have more questions about importing transactions. I’ll make sure to get back as soon as I can. Have a good one!