Where are definition of columns in sample_bill_import.csv? I have uploaded bills in batch via the Batch Transactions but I cannot find allowable values of the columns.

I'll provide information about uploading bills in CSV files via the Batch transactions tool to help manage your expense transactions using QuickBooks Online (QBO), pauliep.

To start, which specific column in the sample_bill_import.csv document you're having concerns about and unable to find allowable values? When you download this sample, it includes the Bill No., Vendor, Mailing Address, Terms, Bill Date, Due Date, Location, Memo, Type, Category/Account, Product/Service, Qty, Rate, Description, Amount, Billable, Customer/Project, Tax Rate, and Class columns. Ensure to format your file correctly to successfully perform the import procedure.

Moreover, you can only import unpaid bills. Since uploading matching payments in another format isn't an option, you'll have to manually pay or close them after importing.

Please see this article to use the Batch transactions tool to record bills and expenses from multiple sources: Create multiple bills or expenses in QuickBooks Online Advanced.

Also, would you like to know how much is your monthly expenses? This article will guide you on how to do this process: Run and save a monthly expense report by vendor.

You can always leave a comment below if you have follow-up questions about importing and managing expenses in QBO. I'm continuously here to assist you. Take care!

Hi Rea,

Thank you for the information and the link. As I am new I just wanted to confirm a few things.

1. Since I am paying vendors via the batch upload it seems that uploading Bills via the sample_bill_import.csv template makes the most sense. 

2. I do wish that there was a way to batch upload the corresponding payments however as we do many vendor payments. Based on your response it seems like we need to manually select the unpaid bills everyday and mark them paid.

3. We want to connect to Bill.com as that is where the payments are currently made and are in the process of hooking up the Quickbooks company with our existing BIll.com account. 

The main question is once we have QB and Bill.com connected and setup for two way synchronizing how will these bills that we uploaded be cleared? It seems we have these options:

Option A: Prior to connecting QB and Bill

1. Upload bills via CSV into QB

2. Upload corresponding payments into Bill.com (different Bill.com specific format we already have this)

3. Pay the bills in Bill.com

4. Manually mark the bills as paid in QB

Option B: After we enable QB and Bill two way integration

1. Upload bills via CSV into QB

2. Initiate payment from QB in Bill.com? This is what we are not sure of

3. Bill.com pays the bills automatically

4. QB will sync up with Bill.com and mark the bills as paid

We pay many bills per month to hundreds of Vendors which is why we need to batch the payments.

Thanks for your help and please let me know if any of the above in not clear.

Also is there any videos or help articles on Bill.com integration with QB? I cannot seem to find any.

Thanks for the help!

--Paul

Thanks for getting back on this thread and adding your follow up concerns for verification, @pauliep.

I'm here to guide you in the right direction for support that can help you sort this out for yourself.

Please take note that the integration between Bill Pay powered by Bill.com and QuickBooks Online (QBO) is no longer be available on September 18, 2023. We will be replacing it with our solution, QuickBooks Bill Pay. Instead, you can sign up for QuickBooks bill pay or Bill Pay powered by Melio. 

Regarding your integration concerns, it's best to contact the Bill.com customer care team. They'll be able to provide information and guide you throughout the process. Thus, they know how bills and payments work when connecting it with QuickBooks Online (QBO).

You can reach out to them through these links:

• bill.com/contact-us/ (call)
• support@hq.bill.com (email)
• https://help.bill.com/hc/en-us (forum)

Moreover, you may want to visit this article if you want to learn more about paying bills with your bill pay add-on: Check which Bill Pay you are using in QuickBooks Online.

Drop by this thread again if you have future concerns with bills. I'm here to offer help. Good day ahead.

Is there a way to save the custom mapping I am using to import the csv for Bills using the import batch functionality? If the columns are named something differently QB keeps asking me to map them again. Can this mapping be saved?

The ability to save custom mapping to import the CSV for Bills is unavailable, Pauliep.

I can see how this functionality can benefit you and your business. While this feature isn't available, your input is valuable as we continually work to enhance the user experience.

I encourage you to share your suggestions directly with our developers by submitting feedback within your account. Your feedback is crucial in shaping future updates and improvements, and they might consider adding this for future product updates.

Here's how:

1. Go to the Gear icon at the top.
2. Select Feedback.
3. Enter your comments or product suggestions. Then select Next to submit feedback.

Additionally, I'm adding this link to monitor the payments made to your vendors within a specific period for future use: Run a report with vendor totals.

If you have any further questions about importing or require assistance with any other QuickBooks task, please don't hesitate to add them below. I'll be here to lend a hand.

@pauliep 

How do your vendors send their invoices to you? Do they send an email with an attachment or else?

Nice Blog !!

Hi 4Gal,

Neither of the above applies with how vendors are paid in my business.

We initiate payments to vendors from our end and pay them in Bill.com and this seems to be a challenge for QB.

1. We create batch transactions for payments to vendors (alot per month)

2. We upload these batch transactions into our current solution (Sage)

3. We upload these batch transactions into our payment processor (Bill.com) where they are paid.

4. At the end of the month we reconcile the payments into our current solution (Sage) again using batch transactions pulled from Bill.com

Is there nothing in QBO that can approach this functionality? It appears that there are blocks and limitations in QB that don't support this functionality. Any suggestions would be helpful.

@pauliep 

You can prepare your Bills data in XLS format and use an importer tool to proceed.

https://get.transactionpro.com/qbo

Another option, signup for a free Melio account to integrate with QBO. You can ask your vendors to email invoices directly to your Melio email address ([email address removed]). That way when you open Melio, all bills are already in your Pay inbox, ready to be scheduled. You can also get $100 cashback to pay the first bill. Click on my profile name and you can find the cashback link there.

4Gal,

The solution wont work as again we (the company) initiate the payments. The payees (the vendors) are passive so asking them to request payment wont work. Also QB allows import of bills via csv and having to pay for another solution vendor (rightworks) doesn't seem to make sense.

Lastly we already have 100s of vendors signed up for bill.com so using Intuits payment solution or Melio is not ideal as we would need to go to many 100s of vendors and have them enroll again with a new provider. It appears that QB integration will bill.com is not great so that may be a blocking issue.

GlinnetteC from QB.

I was able to successfully import the bills into QB using the QB provided template.

The one problem I'm facing is that the revenue is not posting properly after I mark the bill as paid.

Specifically the income for the commission portion is not categorized properly.

Is that what the "category" column is to be used for? Do I need to assign the category for each line item in the bill?