How to record expenses in a batch | QuickBooks Online Advanced

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In this video:
0:00 Recording money out in a batch is an easy way to speed up your daily bookkeeping.
0:06 If you have a lot of expenses, bills, or checks to record, you don’t have to enter them one at a time.
0:13 In QuickBooks Online Advanced, you can batch transactions to speed up data entry and record multiple money-out transactions at the same time.
0:22 There are two ways to record expenses, checks, or bills in a batch.
0:25 You can manually record multiple expenses in a single screen.
0:28 Or you can copy and paste transactions from a spreadsheet.
0:33 Select “New” to get started. Then select “Batch transactions.”
0:40 Choose the type of transaction that you want to create. For example, checks, which will let you print multiple checks at the same time.
1:00 First, enter the payee for the first check, then the bank account you’re writing the check from.
1:12 If you want to record handwritten checks, QuickBooks automatically numbers the check, picking up where your last check left off, but you can change the check numbers if you want.
1:15 If you want to print the check, scroll over and select “Print Later.”
1:23 In the “Category” column, select the category that best describes what you’re paying for.
1:45 Then record the rest of the data for the check and mark it as billable if you intend to invoice a customer for a purchase.
2:00 Once you’ve entered all the details for the check, QuickBooks shows the total on the top line.
2:10 Scroll to the left to start a new check.
2:13 If you’re sending the same check to multiple payees, select the box to the left of the check and choose “Duplicate check.” Then enter the next payee.
2:23 Once you’ve entered all the checks you want to record, select “Save.”
2:27 The process works the same for checks, expenses, and bills.
2:35 If you already have all the information about a transaction in a spreadsheet you can copy and paste that data directly into the batch transaction form.
2:42 Make sure that the columns in QuickBooks match the columns in your spreadsheet.
2:46 If they don’t, select “Options” and uncheck the checkbox for any column that doesn’t match your spreadsheet.
2:57 Once everything matches, select “Apply.”
3:06 Now just copy the information from the spreadsheet and paste it into the top left field of the batch transactions window.
3:12 Confirm that everything is where it should be and select “Save.”
3:20 You can do the same process with expenses, checks, or bills.
3:27 Now you’re ready to save time and record money-out transactions in a batch with QuickBooks Online Advanced.

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