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

On QuickBooks Desktop:

  1. Look up Batch Enter Transaction in search bar.
  2. Click into it and it should look something like the below. Screen Shot 2022-07-05 at 3.02.51 PM.png
  3. Make sure 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.