QuickBooks Online Advanced (Learn more: [ Ссылка ]) lets you record money out in a batch to speed up your daily bookkeeping. If you have a lot of expenses, bills, or checks to record, you don’t have to enter them one at a time. You can batch them to record multiple transactions at the same time. There are two ways to record expenses, checks, or bills in a batch. You can manually record multiple expenses in a single screen or you can copy and paste transactions from a spreadsheet. To get started, select "New" and then "Batch transactions." Choose the type of transaction that you want to create. For example, you can create multiple checks at the same time. Enter the payee for the first check and the bank account you’re writing the check from. QuickBooks automatically numbers the checks for you, though you can also edit this. Categorize the check and enter other details, then scroll to the left to start a new check. You can duplicate the check if you're sending the same one to multiple payees. The process works the same for checks, expenses, and bills. 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. Just match up the columns, confirm that everything is in the right place, and copy and paste the data from the spreadsheet into the top left field of the batch transactions window. Now you’re ready to save time and record money-out transactions in a batch with QuickBooks Online Advanced.

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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