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Level 2

Feature Request - Option to use 'Customer' and 'Class' fields when importing data as a bill

Feature Request - Would it be possible to add the ability to include the fields 'Class' and 'Customer' when importing data as a bill. This isnt currently possibly and the bill has to be amended post upload which can be time consuming. Thanks.

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Best answer February 18, 2020

Accepted Solutions
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QuickBooks Team

Feature Request - Option to use 'Customer' and 'Class' fields when importing data as a bill

Hi Stephen

 

We will submit a product enhancement request and we encourage you to leave feedback from within the product.

View solution in original post

Highlighted
Level 12

Feature Request - Option to use 'Customer' and 'Class' fields when importing data as a bill

@Stephen_Doyle 

Explore the importer tool

https://transactionpro.grsm.io/qbo

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

The template should be like this

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    

View solution in original post

3 REPLIES 3
Highlighted
QuickBooks Team

Feature Request - Option to use 'Customer' and 'Class' fields when importing data as a bill

Hi Stephen

 

We will submit a product enhancement request and we encourage you to leave feedback from within the product.

View solution in original post

Highlighted
Level 12

Feature Request - Option to use 'Customer' and 'Class' fields when importing data as a bill

@Stephen_Doyle 

Explore the importer tool

https://transactionpro.grsm.io/qbo

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

The template should be like this

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    

View solution in original post

Highlighted
Level 2

Feature Request - Option to use 'Customer' and 'Class' fields when importing data as a bill

@Fiat Lux - ASIA That looks like it will do the trick. Will check out the trial version when I next come across the need. Thanks for the response.