When importing bills from cvs - how can I add project and class?

I've got some tips to help you manage Project and Class assignments for bills imported via CSV into QuickBooks Online (QBO), Cbrophy.

QBO doesn't have a built-in feature that automatically maps Projects and Classes when you directly import bills using a CSV file.

As a workaround, you'll have to manually assign bills after importing them to allocate projects and classes to your imported bills.

Here's how:

1. Go to My Apps on your QBO dashboard and select Expenses & Bills.
2. Find the bills you imported via CSV that lack assigned Projects or Classes.
3. Open the first bill and select Edit.
4. In the line-item details (under Category or Item details), use the dropdown menus to select the appropriate Project or Class.
5. Once done, click Save.
6. You'll have to repeat steps 3 to 5 for each remaining bills that requires assignments.

If you prefer a more efficient way to import bills with Project and Class information already included, you may also consider using a third-party app that integrates with QBO. These apps can automatically map additional details which can save you time and reduce manual effort.

With either method, you can maintain accurate tracking of Projects and Classes for all your imported bills.

Let me know through a reply if you need further help.

@cbrophy2024 

You can use an importer tool

https://get.transactionpro.com/qbo

Hello how would you use TransactionPro to add Projects? 

Hello, Kriti. Let me route you to the right support team so you can confirm exactly how TransactionPro handles Projects within QuickBooks Online (QBO).   

Since this is a Community Forum, we are unable to provide detailed information regarding how TransactionPro handles Projects in QuickBooks Online (QBO). With that, you need to connect with TransactionPro Support directly to confirm how their tool integrates and manages Projects. They have the expertise and resources to provide guidance specific to their product capabilities and their interaction with QBO.  

You'll want to know how to create and manage a project within QuickBooks Online. Refer to this page for more information: Create projects in QuickBooks Online.  

If you need further help or clarification on using Projects within QBO itself, we are here to assist.