Skip to main content

SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends 8/27

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
Ashleigh1Answer
Level 14
September 28, 2021

Hello Steve Orme, 

 

Welcome to the Community page, it is not possible to add the class field into the bill import, you would need to import without that field and manually enter the class on the bills created. If you could  leave feedback (within the main cog wheel) this gets sent straight to the developers. Thanks

View in thread

3 replies

Ashleigh1Answer
Level 14
September 28, 2021

Hello Steve Orme, 

 

Welcome to the Community page, it is not possible to add the class field into the bill import, you would need to import without that field and manually enter the class on the bills created. If you could  leave feedback (within the main cog wheel) this gets sent straight to the developers. Thanks

XYZ17
December 5, 2024

This is low-hanging fruit that needs to be fixed, it undermines the idea of a bill import if you can't also bring in classes, making reporting in any detail a painful process.

Seems like a really basic oversight.

Fiat Lux - ASIA
Fiat Lux - ASIA
Level 14
September 29, 2021

@Steve Orme 

Prepare your Bills data with the following template

 

RefNumberAPAccountVendorPrintOnCheckNameTxnDateDueDateSalesTermLocationAddressLine1AddressLine2AddressLine3AddressLine4AddressCityAddressStateAddressPostalCodeAddressCountryPrivateNoteCurrencyExchangeRateExpenseAccountExpenseDescExpenseAmountExpenseBillableStatusExpenseBillableEntityExpenseClassLineItemLineDescLineQtyLineUnitPriceLineAmountLineBillableStatusLineBillableEntityLineClass
101 Staples #########15/11/2020  100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use  Office SuppliesFor Anne25.1           
101 Staples #########15/11/2020  100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use  TelephonePhone Cards50.25           
101 Staples #########15/11/2020  100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use        MP3 PlayerBlue MP3 Player255    
185 Green's Taxi Service ######### Net 30 1 Main Street   San DiegoCA12345    Transportation 125.13           

 

then utilize an importer tool

https://transactionpro.grsm.io/qbo

 

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement