Join Josh Zweig for an in-depth discussion in this video Importing expenses from other formats, part of FreshBooks Essential Training.
- While we've covered how to manually enter expenses,…you can also import your expenses from other formats.…Chances are, if you're using online banking,…you'll be able to download your transactions…into CSV or a QBO format.…Since each bank is different,…we won't be able to cover how to do this in this course.…So, best to contact your bank to find out…how to download those transactions.…Let's get started by clicking on Expenses,…from the main menu bar,…then on the File Import sub-tab.…FreshBooks gives you the option…of importing your expenses from a CSV or QBO file.…
To import a CSV file, you'll need to ensure…that it's formatted correctly.…To see an example of how best to format your CSV file,…you can click on See a sample,…and FreshBooks will download, for you,…a CSV file so you can check it out.…Since we already have a CSV file,…let's take a look at what it looks like.…You'll see, in your CSV file,…we've got a column for date,…vendor, for category,…notes, and amount.…You can continue to populate the CSV file…with all your expenses for an easy import.…
Visit FreshBooks.com to sign up for a free 30-day trial and use your new account to follow along with Josh.
- Signing up for FreshBooks
- Accepting credit cards
- Adding customers and contractors to FreshBooks
- Logging time to projects and tasks
- Creating estimates and invoices
- Tracking receivables
- Tracking expenses
Skill Level Beginner
1. Getting Started with Freshbooks
2. Setting Up Shop
3. Adding People
4. Time Tracking
5. Estimates and Invoicing
6. Expense Tracking
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