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lrobson
Apr 10, 2024 10:24 AM UTC
Question

Copying monthly expenses

If I have the same expenses such as electric, ink, phone can I copy these to every month rather than manually input them separately 

1 reply

GeorgiaC
Apr 10, 2024 10:40 AM UTC

Hello and welcome to the Community, lrobson

 

There isn't a copy function in QuickBooks Self-Employed. If your bank is supported on Open Banking in QuickBooks, you can connect your account to easily download and categorise transactions. 

 

As an alternative, if you have a CSV file containing a list of the monthly expenses, you can manually import this each month (after amending any details, such as the transaction dates). Hope this helps!

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