When everything is all set, you'll want to check out these articles for guidance. For reference, you can follow the steps shared by peer Adrian_A above or utilize this link: Manually upload transactions into QuickBooks Online. Once done, you can now upload the file to your account. You can also check this link for more details: Add an account to your chart of accounts in QuickBooks Online. In the Detail Type, select the detail type that best fits the transactions you want to track.From the Account Type drop-down, choose an account type.Go to the Gear icon and select Chart of Accounts.When ready, you can follow these steps in creating an account: If you're not affiliated with one, you can visit our ProAdvisor page and look for one from there. Before we begin, I'd recommend working with your accountant to ensure you're using the correct account for these expenses. With regards to what account to use, you can set up a dummy account where you can use initial import.
To be guided, you can check out this article for the complete details: Format CSV files in Excel to get bank transactions into QuickBooks. You'll just have to ensure to convert the spreadsheet into a CSV file to seamlessly upload it to QBO. Yes, you can import the file even if it is not from your bank. Allow me to impart some insights about importing transactions in QuickBooks Online (QBO).
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