Kurt_M
Moderator

Banking

Thanks for joining the thread, @manjunath. We'll provide information about importing expenses inside QuickBooks Online (QBO).

 

Before anything else, know we recognize the importance of accomplishing this task without utilizing a third-party application. In QBO, you can upload transactions using a 3-column or 4-column CSV template. These are the file formats that the program currently supports. For more details, please see this page: Format CSV files in Excel to get bank transactions into QuickBooks.

 

If you wish to continue uploading transactions, you can refer to this page for further guidelines: Manually upload transactions into QuickBooks Online.

 

Also, please know that the option to add the attachments before importing the transaction into the program is unavailable. You'll want to upload the transactions to your account and manually add the attachments. If you wish to get through this and have all the fields show in your imported transactions, it would be best to integrate a 3rd party app. Feel free to check this page so you can select an app: https://quickbooks.intuit.com/app/apps/home/

 

In addition, here are some articles to help you handle bank transactions and reconcile transactions, learn what data can be imported inside the program:

 

 

Feel free to comment below if you have further questions about uploading data inside the program. Rest assured, our team will get back to you and help you again. Keep safe.