Top Use Cases-Expense Management

Using Transaction Pro for Expense Management

Learn how easy it is to import employee reimbursements into QuickBooks

Use Transaction Pro Importer to move employee expenses into QuickBooks

Ask your third-party expense management company to provide a flat file type such as Excel, csv, or txt. 

Use Transaction Pro Importer to import the flat file into QuickBooks as either a Bill to be reimbursed at a later date or as an Expense or Check import type if the reimbursement has already occurred. 

It's that easy.

Customer Testimonial

"I do my accounting on Excel spreadsheets, and then I can transfer everything to QuickBooks using Transaction Pro. That’s very helpful. I use it for everything, all the expenses, revenue, credit card transactions—everything in accounting. I transfer maybe 1000 transactions per month."

-Julie, Transaction Pro User

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Resources

ARTICLE: Import Employee Expense Reimbursement into QuickBooks

Importing employee expense data into QuickBooks Online as a Bill using Transaction Pro.

ARTICLE: Import Employee Expense Reimbursement into QuickBooks

Importing employee expense data into QuickBooks Online as a Check using Transaction Pro.

BLOG: Importing Credit Card Transactions into QuickBooks Desktop

Generate and categorize expenses before entering them in QuickBooks.