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Jan 15, 2022 2:55 AM UTC
Question

How can I bulk import expenses from Excel into Quickbooks DESKTOP

I would like to import expenses directly from Excel into DESKTOP.....not online, how can I do that?

2 replies

Adrian_A
Jan 15, 2022 3:42 AM UTC

Good day, SnowSand.

 

I've got a way on how you can import your expenses to QuickBooks Desktop.

 

Before doing so, ensure that the fie type of your CSV transactions is in a .QBO file. Then, you're good to import them. Here's how:

 

  1. Sign in to your bank and download the transaction as .QBO file.
  2. In your QBDT file, go to the File menu
  3. Select Utilities then Import, and then click Web Connect Files.
  4. Click the .QBO file you saved, then select Open.
  5. Select your bank account.
  6. Click Continue. 
  7. When downloaded, select OK.
  8. Go to the Bank Feeds Center.

 

Furthermore, here's an article you can read for more details: Import web connect (.qbo) files.

 
Additionally, I got you this article that can guide you in reconciling your accounts accurately: Reconcile an account in QuickBooks Desktop.

 

You can always get back to me whenever you have other concerns. I'm always here to help you anytime. Keep safe!