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Everything you need to know about banking in QuickBooks Online - Discover more
collyerconstruction
Level 1

Importing Bills

When I import multiple bills into QBO, I can't get the customer/project field or the class field to upload. It is entered on my CSV but just doesn't populate in QBO. I then have to go individually into the bills to add them in by which time I may aswell have just posted the bill manually. Why can't these fields upload or am I doing something incorrectly?

Solved
Best answer October 25, 2022

Accepted Solutions
JonpriL
Moderator

Importing Bills

I hear you, @collyerconstruction.

 

I'm here to help share insights about the formatting requirements when importing bills in QuickBooks Online.

 

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.

 

Kindly read and use this article to learn more about importing bills in bulk: Import your Bills in QuickBooks Online.

 

While I am unable to determine when such a feature like this is added to the program, I recommend getting in touch and letting our product developers know about this by sending a request via feedback. I'll show you how.

 

  1. Go to the Gear icon.
  2. Under Profile, select Feedback.
  3. Describe how inserting such a column showing the customer or project and class for each bill upon importing the CSV file is helping your business in QuickBooks grow.
  4. Select Next.
  5. Click Skip and send message.

 

For now, I'm including our Customer Feedback for QuickBooks Online page to track the status of your request and get the latest updates from our developer team. Updates such as how the recent enhancement made to QBO helps our business owners, like you.

 

It'll always be my pleasure to help if you've got other questions aside from working with your bills and expense transactions in QuickBooks. Use the Reply button and leave your comment below so that I, @JonpriL, can lend a helping hand.

View solution in original post

8 REPLIES 8
JonpriL
Moderator

Importing Bills

I hear you, @collyerconstruction.

 

I'm here to help share insights about the formatting requirements when importing bills in QuickBooks Online.

 

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.

 

Kindly read and use this article to learn more about importing bills in bulk: Import your Bills in QuickBooks Online.

 

While I am unable to determine when such a feature like this is added to the program, I recommend getting in touch and letting our product developers know about this by sending a request via feedback. I'll show you how.

 

  1. Go to the Gear icon.
  2. Under Profile, select Feedback.
  3. Describe how inserting such a column showing the customer or project and class for each bill upon importing the CSV file is helping your business in QuickBooks grow.
  4. Select Next.
  5. Click Skip and send message.

 

For now, I'm including our Customer Feedback for QuickBooks Online page to track the status of your request and get the latest updates from our developer team. Updates such as how the recent enhancement made to QBO helps our business owners, like you.

 

It'll always be my pleasure to help if you've got other questions aside from working with your bills and expense transactions in QuickBooks. Use the Reply button and leave your comment below so that I, @JonpriL, can lend a helping hand.

Fiat Lux - ASIA
Level 15

Importing Bills

@collyerconstruction 

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 to proceed.

https://transactionpro.grsm.io/qbo

 

Ovec_Anne
Level 2

Importing Bills

@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 

Fiat Lux - ASIA
Level 15

Importing Bills

@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

 

harleysmith
Level 1

Importing Bills

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

Maybelle_S
QuickBooks Team

Importing Bills

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.

Lendy Briones
Level 1

Importing Bills

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.

emmam6
Moderator

Importing Bills

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.

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