QuickBooks Online Tutorial (2022) — Importing CSV excel files into QuickBooks to record business expenses paid with personal funds In this instructional video, I will show you how to import bank downloaded CSV files into QuickBooks Online. And I will show you how to categorize only business expenses paid for with a personal account into the QuickBooks register.
STEPS TO FOLLOW:
1) Download the CSV excel file from your bank to your computer
2) Make sure for expense items: Amount is negative
3) Create a new bank or credit card account in QuickBooks. No need to link/connect your bank account
4) Upload file: From the left dashboard – Banking – Select “Upload from file’ from the ‘Link account’ drop-arrow on the far-right side
5) Watch this video to the end, so as not to miss any steps
6) In the end, once it’s done recording business expenses paid for with personal funds and the account balance is zero, make sure to make the account inactive/delete
Chapters: 0:00 Intro 2:22 Review of pre-downloaded CSV excel file from the bank 3:28 Important editing to the excel sheet 4:49 Quickbooks Dashboard 5:11 Creating a new account in QuickBooks 6:37 Upload file from your PC 7:21 Setting up the file in QuickBooks 17:54 Banking 17:55 Split transaction 19:29 Accounting (Chart of Accounts) 21:05 Reports (Transaction Report) 24:45 Wind up
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