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L
lrobson
April 10, 2024
Question

Copying monthly expenses

  • April 10, 2024
  • 1 reply
  • 0 views

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

G
GeorgiaC
April 10, 2024

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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