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nolan-l-west-gma
November 6, 2020
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Hi, I have a number of expenses that I paid for in cash (ie, not using my bank account), I have them in excel, can I upload them all into QBO, and how would I do it?

  • November 6, 2020
  • 1 reply
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Original commenter did not share additional details
Best answer by JamesDuanT

Let's categorise your transactions correctly, 9130 3496 0391 8576.

 

If you have already created the bill in QuickBooks Online, we should Match the expense transaction that was downloaded in the Banking page. If you have accidentally Added it to your register, we can still Undo the process. You can use this link for reference: Unmatch downloaded bank transactions or move them to another account.

 

After that, you can proceed in Matching the bank transaction to the ones in QuickBooks Online. Once you've matched the them correctly, the transaction in QuickBooks Online will be marked as paid automatically.

If you haven't created the transaction to match with it, you can continue Adding it to your register.

 

Here's a link that you can use as your guide regarding the categorisation of your bank transactions: Categorise and match online bank transactions in QuickBooks Online.

 

If you're referring to something more specific, additional details about it would be much appreciated. We'll be right here to further assist you. 

 

 

1 reply

Kristine Mae
Kristine Mae
November 6, 2020

Yes, you can import it in QuickBooks Online, Nolan-l-west-gma. Let me help you.


First, you'll have to create an account where you will add the transactions. This way, you won't be adding it to your bank account. Here's how:

  1. Click Accounting.
  2. Go to the Chart of Accounts tab.
  3. Click New.
  4. Select the Account Type and Detail Type.
  5. Enter the desired name.
  6. Click Save and close.

I suggest reaching out to your tax adviser on what types to use for the account.

 

Next, you can already upload the transactions from Excel.

 

Once done, you can categorise and add bank transactions. 

 

We're available 24/7. Please feel free to get in touch with us if you have other concerns. Take care!

 

9
9130 3496 0391 8576
December 16, 2020

Hi, I imported expense and assign correct chart of accounts. All the recorded are created as a credit payments and I need to know How can I mark them as already paid?

J
JamesDuanTAnswer
December 16, 2020

Let's categorise your transactions correctly, 9130 3496 0391 8576.

 

If you have already created the bill in QuickBooks Online, we should Match the expense transaction that was downloaded in the Banking page. If you have accidentally Added it to your register, we can still Undo the process. You can use this link for reference: Unmatch downloaded bank transactions or move them to another account.

 

After that, you can proceed in Matching the bank transaction to the ones in QuickBooks Online. Once you've matched the them correctly, the transaction in QuickBooks Online will be marked as paid automatically.

If you haven't created the transaction to match with it, you can continue Adding it to your register.

 

Here's a link that you can use as your guide regarding the categorisation of your bank transactions: Categorise and match online bank transactions in QuickBooks Online.

 

If you're referring to something more specific, additional details about it would be much appreciated. We'll be right here to further assist you. 

 

 

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