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Join nowI am trying to find an easy way to enter multiple line items on one bill if possible. I get a credit card statement forwarded to me with many charges as individual line items and want to enter all of them as line items on one bill to the credit card company that I have set up as a vendor. If I use the batch enter function to import against a credit card account, I end up with way too many vendors and want to enter all credit card transactions at once on one bill to the vendor set up in the credit card's name. Is it possible to copy and paste or import multiple line items into a single bill?
Let's back up. You are not purchasing from the credit card company - you are borrowing money from them. Credit card charges, even if you errantly included all of a months activity in a single cc charge represent borrowed money.
You need actual vendor names for charges to know who you bought from.
Charges are entered in a special credit card charge entry screen found in the banking menu.
But doing it your way at least group all from same vendor as a single multi line charge.
However,cc statements rarely match up to month end or year end and grouping charges bypasses proper dsting
Thanks for the reply and that makes sense, by setting the credit card up as a vendor I am bypassing the actual vendors that are being paid.
Aside from whether or not the vendor is set up as a credit card or an actual vendor, is there a way in QB to batch enter line items on a single bill or do line items on bills always have to be entered manually, one by one?
Hi there, jfreeman.
Though QuickBooks Desktop Enterprise allows you to enter batch transactions for bills, still you'll need to manually enter per line item. However, you can memorize a bill to autofill the Items details if you're creating a lot of bill transactions.
Just follow the steps in the Create a memorized transaction section in this article: Create, edit, or delete memorized transactions.
Then, you can follow the steps below on how to use the memorized bill:
Please leave a comment below to this post if you have more questions. Thanks!
Hello jfreeman ! Business Importer Desktop app is made for this. The app imports Excel and CSV file in your QuickBooks Desktop. To create multilined transaction, you just need to mention the same ref/inv/docnumber for rows which you would like to combine. So, in a result you will get one transaction with several lines.
Hello jfreeman ! Business Importer Desktop app is made for this. The app imports Excel and CSV file in your QuickBooks Desktop. To create multilined transaction, you just need to mention the same ref/inv/docnumber for rows which you would like to combine. So, in a result you will get one transaction with several lines.
Hello jfreeman ! Business Importer Desktop app is made for this. The app imports Excel and CSV file in your QuickBooks Desktop. To create multilined transaction, you just need to mention the same ref/inv/docnumber for rows which you would like to combine. So, in a result you will get one transaction with several lines.
Hello ! As a workaround I can advise you Business Importer desktop app. It imports CSV and Excel files into QuickBooks Desktop. To create multilined transaction you need to mention the same inv/doc/refnumber for rows which you need to combine. So, in a resut you get one transaction with several lines.
Hello freeman. You can try Business Importer Desktop app for this. To create multilined transaction you just need to mention the same doc/ref/invnumber for rows which you would like to combine. So, in a result you will get one transaction with several lines. Hope, it will help you !
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