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February 21, 2023
Question

Adding expenses for startup business paid with personal credit card without linking card to quickbooks.

  • February 21, 2023
  • 1 reply
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I started my business 11/04/2022. I paid for some expenses with my personal credit card before I received my business credit card. How do I enter these expenses show they show paid with my personal credit card without linking the card? I do not want all of the transactions on my personal card pulled into quickbooks.

 

Thanks,

Mandy [Removed]

American Physician Services

[Removed]

1 reply

JenoP
February 22, 2023

Hi there, APSLLC22.

 

You can import the expenses as a CSV file so you don't have to link the account in QBO. You can download it from the bank's website or reach out to them to get a CSV copy .

 

Then, follow these steps on how to import the file in QBO:

 

  1. Go to Transactions or Banking menu, then proceed to the Banking tab.
  2. Click Upload transactions.
  3. Select Drag and drop or click select files. Then, select the file you downloaded from your bank.
  4. Click Continue and select the account in the drop-down list for QuickBooks account.
  5. Select Continue and follow the steps on how to map the data. 

 

Please see these articles about this process for more details: 

 

 

Additional guidance and references are also shared in these articles:

 

 

The Community is always here if you need anything else.