Importing Bills

@collyerconstruction 

Prepare your Bills data with the following template

then utilize an importer tool to proceed.

https://transactionpro.grsm.io/qbo

@JonpriL "As of the moment, there isn't an integrated way to insert or add a column to select a customer, project, or class while creating a CSV file of bills to import in QuickBooks. For now, we may need to select each transaction information after importing the bills." 

Has there been any update on this  as yet I've been forced to move to online from desktop and this is a function I require, I also require to import class with my invoices. 

your feedback would be appreciated 

thank you 

@Ovec_Anne 

You still need to use the 3rd party tool as I mentioned earlier to import Bills with Class.

 https://get.transactionpro.com/qbo

I do not see "bills" in the import screen.   Did this get deleted?

I can help import your bill, harleysmith.

The bill is available for import in QuickBooks Online (QBO) Essentials, Plus, and Advanced. However, this isn't an option for the Simple Start version. As a workaround, you may want to upgrade to the said versions or explore a third-party application that'll help import the data.

Otherwise, if you're using higher plans, let's perform basic troubleshooting steps. You may have accumulated too much historical data. Whenever you visit a website, it saves some information from the web page in its cache and cookies. These files allow the websites you visit most often to load faster. Not to worry, clearing them will do the trick.

First, let's try accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

• Chrome: Ctrl + Shift + N
• Firefox: Ctrl + Shift + P
• Safari: Command + Shift + N

Once done, import the bill again. If it works, switch back to your regular browser. Then, clear its cache. This way, you can access QuickBooks with a clean slate. You can also use a different supported one.

For more details, check this link: Import your bills.

Additionally, you can check this article to learn more about importing data in QBO: Common questions about importing data.

Furthermore, visit this page to help your data organise in the program: Categorise and match bank transactions.

Let me know if you need more help importing data in QuickBooks. I'm always here to help. Take care.

Hi Team!

Any update on this matter as we really need this feature to be efficient in preparing the billable costs to our client and to properly tag per class.

Hoping for your success improvement for this matter that will have a great impact to us. :smiling_face_with_smiling_eyes:

Thank you.

Hello Lendy, thanks for adding to this Community thread, there are no current plans to change the import bills template to include class. It would be a case of manually adding class once the bills had been imported which we appreciate is not ideal. We will pass on your feedback as we do see how it would be positive in its impact for your business.