All imports

Expenses

Import overhead expenses like rent, utilities, and services. Auto-generates journal entries.

Pro

Supported Formats

BasilBook Template (.xlsx / .csv)

One row per expense.

Column Reference

ColumnRequiredDescription
expenseDateDate (YYYY-MM-DD)
descriptionWhat the expense is for
amountAmount in primary currency
categoryExpense category (auto-created if new, usage: expense)
expenseAccountCodeExpense account code (default: 5500 Operating Expenses)
paymentAccountCodePayment account code (default: 1000 Cash on Hand)
notesAdditional notes

How It Works

  • Journal entries auto-generated per expense — see /auto-journal
  • Categories auto-created with usage: expense
  • Account codes map to your Chart of Accounts — see /chart-of-accounts

API Endpoint

POST/api/expenses/import

Ready to import expenses?