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.
"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
Importing employee expense data into QuickBooks Online as a Bill using Transaction Pro.
Importing employee expense data into QuickBooks Online as a Check using Transaction Pro.
Generate and categorize expenses before entering them in QuickBooks.
