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bcheng-ajfmanage
Level 1

Can I specify Class when importing Bills?

 
2 Comments 2
Jen_D
Moderator

Can I specify Class when importing Bills?

Hello @bcheng-ajfmanage.

 

When importing bills in QuickBooks Online, the CSV file must contain all our mandatory fields (marked as *). See this:

 

Being able to specify or map classes is a great option to add to the import process. However, the import template doesn't count the class field as one of its mandatory field. As a workaround, you can look for third-party bill importing tool from our app center to be able to do what you want.

 

Check this link and look for apps that matches your search: https://quickbooks.intuit.com/app/apps/home

 

I'm also adding some related links about the bills and the local bill import option within QuickBooks Online:

 

 

I'm always here if there's anything else you need with QuickBooks import and bills. Just mention me on your replies and posts. Have a nice weekend.

Fiat Lux - ASIA
Level 15

Can I specify Class when importing Bills?

@bcheng-ajfmanage 

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

 

Utilize the trial version of a backup restore app before importing the Bills data if required.

https://rewindio.grsm.io/quickbooks

 

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