Import expense details from csv
Please allow csv upload of itemized receipts to create new expenses.
Each receipt from one of my primary vendors must be split into several different expense categories. The receipts are itemized and available in csv format.
There is currently no way get this data into Quickbooks without manually retyping every line item on the receipt and its corresponding expense category.
- The "New Expense" sheet has no way to import data.
- Splitting a credit card transaction requires manually entering each item.
- The receipt capture features do not allow capturing individual items from the receipt, or splitting the receipt into multiple expense categories.
When creating a new Expense transaction, it would be incredibly helpful if there was a way to import even part of the data. For example, the ability to import line items and amounts would be incredibly helpful, even if manually assigning expense categories was still required.
Tom Rodkewitz
shared this idea
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Jony Claber commented
In the context of importing expense details into QuickBooks, it's worth noting the broader picture of integrating business systems for efficiency. The guide https://skyvia.com/data-integration/integrate-dynamics-crm-hubspot on integrating Dynamics CRM with HubSpot offers insights into streamlining your sales and marketing efforts, similar to how you'd want a seamless process for managing expenses. Such integrations can significantly enhance data accuracy and operational efficiency across your business platforms.
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troy.ellis92@gmail.com
commented
I totally agree - this missing piece is crucial for opening a new account or moving over from a competitive software.