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Import expenses from QBO

  • 8 August 2023
  • 1 reply
  • 13 views

Is there a way to import a csv file with case expenses? Our credit card syncs automatically to QBO, but we need to manually code in each transaction. Importing these would save an incredible amount of time and prevent errors. Is there any way to do this? 

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Best answer by Sara Sultan 9 August 2023, 17:00

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Hello @jcarlson ,

There is no import expenses feature in Smokeball at the moment.  I highly recommend putting in a feature suggestion here.  I have had a few other Smokeball users ask for this as well.  The more people that ask, the better the chances of us adding a feature.

When submitting your feature suggestion, you can almost copy and paste the above post, just leave out the questions and turn it into a statement.  Make sure to let us know how much this would help your firm.

 

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