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Intuit

Import your bills in QuickBooks Online

Learn how to import purchase bills in batches to QuickBooks Online.

Do you need to import a batch of purchase bills quickly into QuickBooks Online? If you're a QuickBooks Online Plus user, you can easily do this.

What can I import into QuickBooks Online?​
  • Bills can be imported with multiple line items or as a total value for each bill.
  • Multicurrency is supported.
  • GST codes are mapped so you don't need to change your GST codes to QuickBooks Online GST code formats before importing.

Note: We recommend that no more than 100 bills are imported at one time.

Step 1: Prep your CSV file

Before you import your data, you need to prep your CSV (or Excel) file accurately. The following columns are required:

  • Bill no.
  • Supplier
  • Bill Date
  • Due Date
  • Account
  • Line Amount
  • Line Tax Code



You'll be able to map each of your column headings to QuickBooks bill fields during the import flow. There is also an example of a data file available for you to download.

Step 2: Upload your CSV file

  1. Go to Settings ⚙️.
  2. Select Import Data.
  3. Select Bills.
  4. Review what's required to import bills. There is also an example of a data file available.
  5. Once you have all the mandatory fields, select Browse, then select your .csv file.
  6. Select Open, then select Next
  7. If you would like to auto-create suppliers, select the checkbox beside Add new suppliers that don't already exist in QuickBooks.


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Step 3: Map your column headings

Note: Mandatory fields are marked as *.

  1. Select the date format you have used, ex. D/M/YYYY.
  2. Select your tax option (if applicable); Exclusive or Inclusive (option not available if tax is not set up in QuickBooks Online).

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  • Map all mandatory fields and then select Next.
  • On the final mapping page, map your tax codes to those of QuickBooks Online, then select Next. Any mapping issues will be highlighted so you can go back and resolve them. 
  • Step 4: Start the import and review the results

    1. You will see a summary of your import. Select Start Import and the import process will begin.
    2. Once completed, an import summary will be displayed. Note any bills that didn't import and why, then select Done and you'll see a final completion summary.
    3. Select OK to finish.

    Capabilities and limitations

    What do I need to know?​

    • The following import methods should be considered if you have a large volume of new suppliers: Import customer or supplier contacts from Outlook, Excel, or Gmail.
    • Discounts, credit memos, and negative amounts are not supported.
    • When new suppliers are imported, if no currency is specified, QuickBooks Online assumes the home currency.
    • Bills require at least one line item.
    • Line [item] Accounts will need to be present in QuickBooks Online before importing.
    • When Bills have multiple line items please ensure each line entry specifies the Bill Number, Supplier, and Bill Date, as seen in the example .csv file.
    • The Item details section is not imported, therefore it is not possible to import the Product/Service section. For this reason, it is not possible to import items which would automatically increase stock.

    • GST must be enabled in QuickBooks Online to import transactions with GST amounts.
    • If GST is not applicable/turned on in QuickBooks Online, then GST codes and GST amounts are not required, plus your sample file will not contain GST columns.
    • If GST is applicable/turned on in QuickBooks Online, then GST coding will be required, plus your sample file will contain GST columns.
    • QuickBooks will calculate GST based on the GST code if no GST amount is specified.
    • When a GST amount is specified, the amount will override any calculation that would normally be made by QuickBooks Online. This allows for any rounding differences between QuickBooks Online and 3rd party applications.

    To retain Bill numbering in your CSV file, please ensure Custom transaction numbers is turned On.

    1. Go to Settings ⚙️, then select Account and Settings.
    2. Select Sales.
    3. In the Sales form content section, select the Edit ✎ icon and change Custom transaction numbers from Off to On.
    4. Select Save, then select Done.

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