{"id":1523,"date":"2016-02-04T08:52:48","date_gmt":"2016-02-04T08:52:48","guid":{"rendered":"http:\/\/www.onlineinvoices.com\/blog\/?p=1523"},"modified":"2017-05-10T14:52:23","modified_gmt":"2017-05-10T14:52:23","slug":"how-to-import-a-list-of-expense-entries-from-a-csv-file","status":"publish","type":"post","link":"https:\/\/www.onlineinvoices.com\/blog\/2016\/02\/04\/how-to-import-a-list-of-expense-entries-from-a-csv-file\/","title":{"rendered":"How to import a list of expense entries from a CSV file"},"content":{"rendered":"<p>You can add a numerous number of expense entries in a few steps without having to enter every expense entry one by one manually to the system by using the importing function. You can import the <strong>&#8220;Date&#8221;<\/strong>, <strong>&#8220;Amount&#8221;<\/strong>, <strong>&#8220;Currency&#8221;<\/strong>, <strong>&#8220;Category&#8221;<\/strong>, <strong>&#8220;Vendor&#8221;<\/strong> and <strong>&#8220;Notes&#8221;<\/strong> .<\/p>\n<h3>Start importing a list of\u00a0 expense entries by following these steps:<\/h3>\n<p><strong>Notes<\/strong>:<\/p>\n<ul>\n<li>Only CSV files \/ Text files (Comma Separated, Tab Delimited, Column separated can be imported).<\/li>\n<li>If you have any other file type you will need to open using an intermediate application, such as <strong>&#8220;Microsoft Excel&#8221;<\/strong> and save as CSV and import into the system.<\/li>\n<li>You can use the import feature to quickly add your data in a spreadsheet and import it into the system, And here we explain how to import the data using Microsoft Excel software.<\/li>\n<\/ul>\n<ol>\n<li>Open the Excel program<\/li>\n<li>At the first row add the fields<strong> &#8220;Date&#8221;<\/strong>, <strong>&#8220;Amount&#8221;<\/strong>, <strong>&#8220;Currency&#8221;<\/strong>, <strong>&#8220;Category&#8221;<\/strong>, <strong>&#8220;Vendor&#8221;<\/strong> and <strong>&#8220;Notes&#8221;<\/strong>.<\/li>\n<li>Below every field fill out all the details as in this figure below.<\/li>\n<li>The <strong>&#8220;Date&#8221;<\/strong> field must be formatted the same as your system&#8217;s date format; in this\u00a0case, we use the DD\/MM\/YYYY format.<\/li>\n<li>The <strong>&#8220;Currency&#8221;<\/strong> filled field must be added in the country\u2019s currency\u2019s code, such as <strong>&#8220;USD&#8221;<\/strong>, <strong>&#8220;AUD&#8221;<\/strong>, ..etc.<\/li>\n<li>All added categories and vendors are automatically saved.<a href=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expenses-excel.png\" rel=\"lightbox[1523]\"><img loading=\"lazy\" class=\"man-img aligncenter wp-image-1496 size-full\" src=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expenses-excel.png\" alt=\"income-expenses-excel\" width=\"466\" height=\"217\" srcset=\"https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expenses-excel.png 466w, https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expenses-excel-300x140.png 300w\" sizes=\"(max-width: 466px) 100vw, 466px\" \/><\/a><\/li>\n<li>After you have added all your items save the Excel file as CSV (<strong>Comma delimited<\/strong>).<a href=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/02\/save-as-csv.png\" rel=\"lightbox[1523]\"><img loading=\"lazy\" class=\"man-img aligncenter wp-image-1526 size-full\" src=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/02\/save-as-csv.png\" alt=\"save as csv\" width=\"705\" height=\"609\" srcset=\"https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/02\/save-as-csv.png 705w, https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/02\/save-as-csv-300x259.png 300w\" sizes=\"(max-width: 705px) 100vw, 705px\" \/><\/a><\/li>\n<li>Log in to your online invoices account.<\/li>\n<li>Through the <strong>&#8220;Finance&#8221;<\/strong> tab, select the<strong>&#8220;Expenses&#8221;<\/strong> option.<\/li>\n<\/ol>\n<h3>Click the blue marked <strong>&#8220;Import&#8221;<\/strong> button at the top right corner.<a href=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/11\/kkjbhj.png\" rel=\"lightbox[1523]\"><img loading=\"lazy\" class=\"man-img aligncenter wp-image-1503 size-full\" src=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/11\/kkjbhj.png\" alt=\"kkjbhj\" width=\"954\" height=\"112\" srcset=\"https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/11\/kkjbhj.png 954w, https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/11\/kkjbhj-300x35.png 300w\" sizes=\"(max-width: 954px) 100vw, 954px\" \/><\/a>The importing wizard will start.<\/h3>\n<h3>Step 1 Import Options:<\/h3>\n<p><a href=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expence-import-1.png\" rel=\"lightbox[1523]\"><img loading=\"lazy\" class=\"man-img aligncenter wp-image-1498 size-full\" src=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expence-import-1.png\" alt=\"income-expence-import-1\" width=\"628\" height=\"392\" srcset=\"https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expence-import-1.png 628w, https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expence-import-1-300x187.png 300w\" sizes=\"(max-width: 628px) 100vw, 628px\" \/><\/a>Select the file that will be imported (the CSV file we previously saved).<\/p>\n<ol>\n<li>Through the <strong>&#8220;Delimiters&#8221;<\/strong> section, Select the&#8221;<strong>Comma Separated<\/strong>&#8221; option.<\/li>\n<li>Tick the <strong>&#8220;Import First Row&#8221;<\/strong> check box. If your file contains the same field labels existing at the first row so in this\u00a0case, we will not tick the check box.<\/li>\n<li>Click the &#8220;<strong>Next Step<\/strong>&#8221; button.<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h3>Step 2 (Fields Mapping):<\/h3>\n<p><a href=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expence-import-2.png\" rel=\"lightbox[1523]\"><img loading=\"lazy\" class=\"man-img aligncenter wp-image-1499 size-full\" src=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expence-import-2.png\" alt=\"income-expence-import-2\" width=\"625\" height=\"571\" srcset=\"https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expence-import-2.png 625w, https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expence-import-2-300x274.png 300w\" sizes=\"(max-width: 625px) 100vw, 625px\" \/><\/a><br \/>\nWe will map the fields (Columns) on the imported file to the corresponding fields on the system.<\/p>\n<ol>\n<li>The <strong>&#8220;Amount&#8221;<\/strong> field is mandatory and must exist on the file.<\/li>\n<li>Select a <strong>&#8220;Corresponding Field In File&#8221;<\/strong> for each system field as showing in the above figure.<\/li>\n<li>If you have entered a new <strong>&#8220;Category&#8221;<\/strong> or <strong>&#8220;Vendor&#8221;\u00a0<\/strong>then it will be saved on the system.<\/li>\n<li>Click the <strong>&#8220;Import&#8221;<\/strong> button.<\/li>\n<\/ol>\n<h3>Step 3 (Importing):<\/h3>\n<p><a href=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/11\/Import-projectstep-3.png\" rel=\"lightbox[1523]\"><img loading=\"lazy\" class=\"man-img aligncenter wp-image-1486 size-full\" src=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/11\/Import-projectstep-3.png\" alt=\"Import-projectstep-3\" width=\"933\" height=\"207\" srcset=\"https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/11\/Import-projectstep-3.png 933w, https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/11\/Import-projectstep-3-300x67.png 300w\" sizes=\"(max-width: 933px) 100vw, 933px\" \/><\/a><\/p>\n<ol>\n<li>The system will take a few seconds to import the fields and save them.<\/li>\n<li>You can refer back to the <strong>&#8220;Expense&#8221;<\/strong> page to check the imported items.<\/li>\n<\/ol>\n<p><strong>\u00a0<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>You can add a numerous number of expense entries in a few steps without having to enter every expense entry one by one manually to the system by using the importing function. You can import the &#8220;Date&#8221;, &#8220;Amount&#8221;, &#8220;Currency&#8221;, &#8220;Category&#8221;, &#8220;Vendor&#8221; and &#8220;Notes&#8221; . Start importing a list of\u00a0 expense entries by following these steps: Notes: Only CSV files \/ Text files (Comma Separated, Tab Delimited, Column separated can be imported). If you have any [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[1],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v18.5.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to import a list of expense entries from a CSV file - Online Billing Software<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.onlineinvoices.com\/blog\/2016\/02\/04\/how-to-import-a-list-of-expense-entries-from-a-csv-file\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to import a list of expense entries from a CSV file - Online Billing Software\" \/>\n<meta property=\"og:description\" content=\"You can add a numerous number of expense entries in a few steps without having to enter every expense entry one by one manually to the system by using the importing function. You can import the &#8220;Date&#8221;, &#8220;Amount&#8221;, &#8220;Currency&#8221;, &#8220;Category&#8221;, &#8220;Vendor&#8221; and &#8220;Notes&#8221; . Start importing a list of\u00a0 expense entries by following these steps: Notes: Only CSV files \/ Text files (Comma Separated, Tab Delimited, Column separated can be imported). If you have any [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.onlineinvoices.com\/blog\/2016\/02\/04\/how-to-import-a-list-of-expense-entries-from-a-csv-file\/\" \/>\n<meta property=\"og:site_name\" content=\"Online Billing Software\" \/>\n<meta property=\"article:published_time\" content=\"2016-02-04T08:52:48+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2017-05-10T14:52:23+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expenses-excel.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Adam\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/#website\",\"url\":\"https:\/\/www.onlineinvoices.com\/blog\/\",\"name\":\"Online Billing Software\",\"description\":\"Online Invoicing System\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.onlineinvoices.com\/blog\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/2016\/02\/04\/how-to-import-a-list-of-expense-entries-from-a-csv-file\/#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expenses-excel.png\",\"contentUrl\":\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expenses-excel.png\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/2016\/02\/04\/how-to-import-a-list-of-expense-entries-from-a-csv-file\/#webpage\",\"url\":\"https:\/\/www.onlineinvoices.com\/blog\/2016\/02\/04\/how-to-import-a-list-of-expense-entries-from-a-csv-file\/\",\"name\":\"How to import a list of expense entries from a CSV file - Online Billing Software\",\"isPartOf\":{\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/2016\/02\/04\/how-to-import-a-list-of-expense-entries-from-a-csv-file\/#primaryimage\"},\"datePublished\":\"2016-02-04T08:52:48+00:00\",\"dateModified\":\"2017-05-10T14:52:23+00:00\",\"author\":{\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/#\/schema\/person\/6141a88321495102929f4ca173090c5c\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/2016\/02\/04\/how-to-import-a-list-of-expense-entries-from-a-csv-file\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.onlineinvoices.com\/blog\/2016\/02\/04\/how-to-import-a-list-of-expense-entries-from-a-csv-file\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/2016\/02\/04\/how-to-import-a-list-of-expense-entries-from-a-csv-file\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.onlineinvoices.com\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How to import a list of expense entries from a CSV file\"}]},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/#\/schema\/person\/6141a88321495102929f4ca173090c5c\",\"name\":\"Adam\",\"image\":{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/#personlogo\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/5437519e3486de9f7b32f59a0544efaa?s=96&d=retro&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/5437519e3486de9f7b32f59a0544efaa?s=96&d=retro&r=g\",\"caption\":\"Adam\"},\"url\":\"https:\/\/www.onlineinvoices.com\/blog\/author\/admin\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How to import a list of expense entries from a CSV file - Online Billing Software","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.onlineinvoices.com\/blog\/2016\/02\/04\/how-to-import-a-list-of-expense-entries-from-a-csv-file\/","og_locale":"en_US","og_type":"article","og_title":"How to import a list of expense entries from a CSV file - Online Billing Software","og_description":"You can add a numerous number of expense entries in a few steps without having to enter every expense entry one by one manually to the system by using the importing function. 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