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Steve Orme
Level 1
posted
‎September 28, 2021 03:06 PM
last updated ‎September 28, 2021 7:06 AM

Is it possible to add the class field in a Bill Import ?

 
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Best answer September 28, 2021
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Ashleigh1
QuickBooks Team
QuickBooks Team
‎September 28, 2021 04:47 PM

Is it possible to add the class field in a Bill Import ?

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

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3 REPLIES 3
Ashleigh1
QuickBooks Team
QuickBooks Team
‎September 28, 2021 04:47 PM

Is it possible to add the class field in a Bill Import ?

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

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Fiat Lux - ASIA
Level 15
‎September 29, 2021 03:03 AM

Is it possible to add the class field in a Bill Import ?

@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

 

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XYZ17
Level 1
‎December 05, 2024 02:02 PM

Is it possible to add the class field in a Bill Import ?

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.

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