If you have multiple Other Expense entries to add, you can import a .CSV file to add them in bulk. To make sure your file has all of the columns you need, download the template attached to the bottom of this article.
Visual learner? Watch this video instead!
Note: Unlike importing into the Inventory > FBA & Merchant pages or other areas of Accounting, importing into Other Expenses is an ADD ONLY capability. It will not update data for existing expense entries. For example, if you export your Other Expenses, make changes, and import it back in, you will end up with duplicate entries for everything.
When you import into Other Expenses, your CSV file should contain at least 4 columns which will correspond to:
Category
50 character limit
Can be new or existing categories
Cost
Date
Description
To begin:
1. Navigate to Accounting > Other Expenses and click the Import button.
2. You will see a warning letting you know that importing into Other Expenses is an ADD-ONLY capability. Click OK to proceed.
3. Select the .CSV file from your computer that contains the expense data you would like to import and click Next.
4. Match the fields in the popover to the columns in your file and click Next.
That’s it! You should now receive an Import Success message.
Depending on the size of the file, it can take up to 20 minutes for the import items to appear.
What's next?
For more information on your inputting your Other Expenses please review Other Expenses .
If you're interested in learning about importing your Other Income in bulk, please review this article: Bulk Import Accounting Details into Other Income via .CSV .
To review how your Other Income page is displayed, please review: Other Income