How to enter transactions from a CSV into QuickBooks Desktop (enter as items instead of expenses)

Overview

This article will guide you through entering transactions from a CSV file into QuickBooks Desktop, focusing on how to enter them as items instead of expenses. This method will help you accurately categorize and track your inventory transactions, ensuring your financial records are detailed and precise. Follow the steps outlined below for a seamless import process.

On QuickBooks Desktop:

1. Look up Batch Enter Transaction in the search bar.
2. Click on it, and it should look something like the one below. 
   
3. Make sure the transaction type is "Credit Card Charges & Credits."
4. Select "Ramp Card."
5. Copy and paste the data from the Universal CSV into QuickBooks Desktop. Make sure the columns in the CSV match the columns in QuickBooks Desktop.
6. Save transactions.