How to Import Employee Expense Reimbursement to be paid?

Employee expense reimbursements requests are generally filled in the Excel spreadsheets by adding a summary option at the top of the form. The importing of the employee expense reimbursement that needs to be paid is a general task required in QuickBooks. You can easily import such files with expense reimbursement details into QuickBooks online. All you need is relevant guidance to proceed with the process. This blog contains information on how to import Employee Expense Reimbursement to be paid.

What is the Significance of Importing Employee Expense Reimbursement to be Paid?

Reimbursement expense is the fund paid to an employee as repayment for taxes, business expenses, or other costs. It includes travel expenses, food expenses, etc. when using the QuickBooks payroll to manage the salary or other funds of the employees. It generally needs to import the details of the employees, including expense reimbursement, to be paid into QuickBooks for quick access to the records.

Things need to Know Before importing Employee Expense Reimbursement to be paid:

• The file required to be saved in excel compatible format such as CSV
• Make sure the employee expense reimbursement files must be in a proper format
• Check out the active file and existing codes in the spreadsheet
• Take backup documentation of the expense reimbursement
• Scan the backup file into a file with the beginning header with the employee’s code
• Ensure that the backup document is identical to the imported document
• The template should be handy

How to Import Employee Expense Reimbursement to be Paid?

Importing employee expense reimbursement files from a CSV file is an effective technique to quickly set up and manage employee data into QuickBooks Online. You can even import bulk updates of the employee reimbursement data. Here are the steps:

• Open QuickBooks Online
• Find the left-corner menu and choose Employee
• Click on the drop-down that appears near the Add Employees option
• Hit the Import Employees button
• Choose Select File
• Select the completed file of Employee Expense Reimbursement to be paid file
• Click on Open
• Choose Confirm Upload
• Once the import process completes, the outcomes will be appeared on the screen describing the status of the updated employee details.

The Thing to Note:

When selected, automatically create missing locations. It will automatically detect the location or create the available locations according to the name listed in the locations columns and primary location set up in the system. If the settings are not chosen, there might popup import errors.

Here the write-up related to how to import Employee Expense Reimbursement to be paid completes! Expectedly the above information is advantageous to save more time. However, if you need to send the document in bulk, then download the Dancing Numbers tool. It is an awesome tool to perform importing, exporting, and deletion of the reimbursement-related file accurately and quickly.

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