I'm an accountant, how can I quickly import QBO bills and add them as billable expenses to clients. The csv bill can't be imported into QBO! Please support accountants.

ru4fish · ‎November 05, 2019

Catherine_B · ‎November 05, 2019

Let me show you how to import and map your bills into QuickBooks, ru4fish.

Please follow these easy steps:

Go to the Gear icon.
Select Import Data.
Click the Bills box.
You'll see an example of the columns needed or available for the import.

In addition, the option to make the imported bills as a billable expense to your clients is unavailable. You'll have to manually check the billable box and select the customer's name once they have imported into QuickBooks.

If you still get the same, I suggest contacting our phone support team so they can further investigate why you're unable import using the CSV file. Here's how;

Go to the Help icon and click Contact us.
Enter a brief description of your concern that a you can't import a CSV file format.
Click Let's talk.
Select to start a message.

Keep me posted on how this works on your end. Thanks in advance!

View solution in original post

Catherine_B · ‎November 05, 2019

Let me show you how to import and map your bills into QuickBooks, ru4fish.

Please follow these easy steps:

Go to the Gear icon.
Select Import Data.
Click the Bills box.
You'll see an example of the columns needed or available for the import.

In addition, the option to make the imported bills as a billable expense to your clients is unavailable. You'll have to manually check the billable box and select the customer's name once they have imported into QuickBooks.

If you still get the same, I suggest contacting our phone support team so they can further investigate why you're unable import using the CSV file. Here's how;

Go to the Help icon and click Contact us.
Enter a brief description of your concern that a you can't import a CSV file format.
Click Let's talk.
Select to start a message.

Keep me posted on how this works on your end. Thanks in advance!

ru4fish · ‎November 06, 2019

Hi, the link is incorrect, it is for banking imports, not bill imports. Bill imports asks for lots of fields and QBO bills are not set up to be easily imported. A bit stupid that QBO bills are not set up for import into QBO!!!

A better way would be just to have a button to click saying do you want to add this bill to your Accounts Payable records? Then all the accountant has to do is tick which lines are billable.

EmmaM · ‎November 06, 2019

Hello Ru4fish

We apologise the wrong link was added.We have amended the previous post with directions on how to import bills in Quickbooks Online.We do have the feature to import bills in our product we are sorry for the confusion.

We can certainly pass on your feedback regarding the button for accounts payable records.

Emma

ru4fish · ‎November 06, 2019

Thanks Emma, if you look at the mandatory columns on the import bills facility you will see that most of them are not on Intuit's bills that can be downloaded as a csv file. Really Intuit should ensure that at the very minimum its bills are in the correct csv format for easy import into QBO.

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I'm an accountant, how can I quickly import QBO bills and add them as billable expenses to clients. The csv bill can't be imported into QBO! Please support accountants.