cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here
SnowSand
Level 1

How can I bulk import expenses from Excel into Quickbooks DESKTOP

I would like to import expenses directly from Excel into DESKTOP.....not online, how can I do that?

2 Comments 2
Adrian_A
Moderator

How can I bulk import expenses from Excel into Quickbooks DESKTOP

Good day, SnowSand.

 

I've got a way on how you can import your expenses to QuickBooks Desktop.

 

Before doing so, ensure that the fie type of your CSV transactions is in a .QBO file. Then, you're good to import them. Here's how:

 

  1. Sign in to your bank and download the transaction as .QBO file.
  2. In your QBDT file, go to the File menu
  3. Select Utilities then Import, and then click Web Connect Files.
  4. Click the .QBO file you saved, then select Open.
  5. Select your bank account.
  6. Click Continue
  7. When downloaded, select OK.
  8. Go to the Bank Feeds Center.

 

Furthermore, here's an article you can read for more details: Import web connect (.qbo) files.

 
Additionally, I got you this article that can guide you in reconciling your accounts accurately: Reconcile an account in QuickBooks Desktop.

 

You can always get back to me whenever you have other concerns. I'm always here to help you anytime. Keep safe!

Fiat Lux - ASIA
Level 15

How can I bulk import expenses from Excel into Quickbooks DESKTOP