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Best answer August 14, 2022
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Hello there, @Michael200. I'm here to ensure you'll be able to import bills in QuickBooks Online (QBO) seamlessly. Follow along below to get this done right away.
I appreciate you sharing details about your concern. To fix this, let me discuss first information about performing the task.
When uploading data to QBO, there are a few things you need to consider to ensure the import is successful. That said, you need to prepare your CSV file accurately and it must contain the following columns:
- Bill no.
- Supplier
- Bill Date
- Due Date
- Account
- Line Amount
- Line Tax Code
To confirm, I suggest to review CSV file to check if there are any special characters or symbols, specifically on the names of the Suppliers. You can use the sample file as a guide and compare it with your data. If everything is fine, let's perform some basic-browser troubleshooting steps to determine if this due to a browser issue.
To start, let's access your QBO account on an incognito mode to have a clean slate and prevent storing of cache files. This is a component of the browser that helps speed up the loading process when visiting websites but sometimes gets damaged which results in odd behaviour. Below are the keyboard shortcuts that you can use:
- Google Chrome: Press CTRL + Shift + N.
- Safari: Press Command + Shift + N.
- Microsoft Edge: Press CTRL + Shift + N.
- Mozilla Firefox: Press CTRL + Shift + P.
Once signed in, import the bills again. If this works, I highly suggest clearing the cache of your regular browser to eliminate the damaged files. If the same thing happens, I recommend using another supported browser or device. Might be that the current one you're using has a temporary issue with the website.
I also noticed that the document you're trying to attach was not successfully uploaded. To add this, I recommend editing your previous post or creating a new one and selecting the Insert Photo icon to add the file. Please see the screenshot for visual reference:
Let me know how this goes. I'd love to hear any updates about this. If you have other concerns about importing bills to QBO, don't hesitate to leave a reply below. I'm always around the corner and ready to lend a hand. Have a good one and take care.
Hello there, @Michael200. I'm here to ensure you'll be able to import bills in QuickBooks Online (QBO) seamlessly. Follow along below to get this done right away.
I appreciate you sharing details about your concern. To fix this, let me discuss first information about performing the task.
When uploading data to QBO, there are a few things you need to consider to ensure the import is successful. That said, you need to prepare your CSV file accurately and it must contain the following columns:
- Bill no.
- Supplier
- Bill Date
- Due Date
- Account
- Line Amount
- Line Tax Code
To confirm, I suggest to review CSV file to check if there are any special characters or symbols, specifically on the names of the Suppliers. You can use the sample file as a guide and compare it with your data. If everything is fine, let's perform some basic-browser troubleshooting steps to determine if this due to a browser issue.
To start, let's access your QBO account on an incognito mode to have a clean slate and prevent storing of cache files. This is a component of the browser that helps speed up the loading process when visiting websites but sometimes gets damaged which results in odd behaviour. Below are the keyboard shortcuts that you can use:
- Google Chrome: Press CTRL + Shift + N.
- Safari: Press Command + Shift + N.
- Microsoft Edge: Press CTRL + Shift + N.
- Mozilla Firefox: Press CTRL + Shift + P.
Once signed in, import the bills again. If this works, I highly suggest clearing the cache of your regular browser to eliminate the damaged files. If the same thing happens, I recommend using another supported browser or device. Might be that the current one you're using has a temporary issue with the website.
I also noticed that the document you're trying to attach was not successfully uploaded. To add this, I recommend editing your previous post or creating a new one and selecting the Insert Photo icon to add the file. Please see the screenshot for visual reference:
Let me know how this goes. I'd love to hear any updates about this. If you have other concerns about importing bills to QBO, don't hesitate to leave a reply below. I'm always around the corner and ready to lend a hand. Have a good one and take care.
Hi there, PPP23. It seems to me the problem is the sub-accounts too. No worries, I can help you import them successfully.
It typically indicates an issue with the accounts you are trying to use. QuickBooks only allows to map the parent account when importing bill.
We can go the Chart of Accounts make the subaccounts as a parent accounts. This will help QuickBooks recognize and match the accounts accurately. Here's how you could do it:
- Go to the Gear icon and click Chart of accounts.
- Look for the sub-account and click the drop-down arrow besides View register.
- Select Edit.
- Uncheck the Is sub-account box.
- Hit Save and Close.
Once done, go back to your spreadsheet and add the account in the Account Name column. You can refer to the provided sample screenshot as a guide for the correct formatting.
Let me know if you have more concerns. I'll be around to help you anytime. Take care and stay safe.
