Import Bills including Customer References

Hello RB2008, 

Welcome to the Community page, 

Currently, there is not a mapping field for customers for the importing of bills. 

We have taken this feedback on board and will pass it on to the developer team. 

@RB2008 

Do you utilize the Class feature by customer name?

No, we use sub customers linked to parent billing for each job, I then run PLS for that customer job number and currently need to manually add the customer ref into each expense after importing the expenses.  

Thank you!  This would be such a valuable feature to add this customer field box to the Bills Import Mapping.

Fingers crossed xxx

Does this feature exist yet?

The fact that the customers need to be inputted manually negates the benefit of the importing process.

@Stonewood1 

Prepare your Bills data with the following template

then use an importer tool to proceed

https://get.transactionpro.com/qbo

I understand you need to import bills that include the customer column in QuickBooks Online, @stonewood. I can see the relevance and convenience of having this feature for managing your billing efficiently. With that, I'll share the steps to submit feedback. 

While importing bills have limited columns available in QuickBooks Online, I would suggest you send a request to our product developer. This way, they'll see your suggestion and consider adding it to the next program update.

Follow the steps below:

1. You can go to the Gear icon.

2. Under the Profile column, press the Feedback button.

3. Write your product suggestion, then click Next.

On the other hand, we can use a third-party application and choose a program that can import bills and has functions that can add additional columns Customer Column. We can visit the QuickBooks App Center. You can find them in the Search bar to locate them. Please ensure to change your region from the upper area of the page.

To learn more about using QuickBooks Online, managing your account, and handling invoices and subscriptions, see this article for additional references: Manage billing, payment, and subscription info in QuickBooks Online.

I'm eager to provide more information on any Quickbooks-related topic. Please add it in the comment section. May you have a great day.