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sree-k-rezy360-c
Level 1

Can we import multiple bills from xl sheet?

where is bills import in Import data settings?
Solved
Best answer July 06, 2021

Best Answers
Fiat Lux - ASIA
Level 15

Can we import multiple bills from xl sheet?

@sree-k-rezy360-c 

Prepare the 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

https://transactionpro.grsm.io/qbo

 

View solution in original post

2 Comments 2
AbegailS_
QuickBooks Team

Can we import multiple bills from xl sheet?

Hi there, @sree-k-rezy360-c.


Welcome to the Community. Let me share some information about importing multiple bills. 

 

This feature is currently available in Canada and the UK versions. If you’re in the US, there’s no direct way of importing bills into QuickBooks.

 

You may search for third-party applications that integrate well and provide seamless importing of bills. Though, we're unable to provide recommendations which one to use.

 

 At the moment, contractors/vendors' bills and transactions can be imported using the Chart of Accounts or Bank Data options. 

 

First off, you'll have to create an Excel CSV file as this is the only file accepted in QB Online. Once ready, import them by following these easy steps:

 

  1. Go to the Settings menu (gear icon), then select Import Data under Tools
  2. Choose Bank Data or Chart of Accounts depending on where you'd like to put the bills. 
  3. Select Browse and choose the .CSV file, then click Open, then Next.
  4. Choose the account from the QuickBooks Account drop-down, then select Next. You can also click +Add new  to create an account to your Chart of Accounts. 
  5. Follow the on-screen instructions to finish the import. 

 

For future reference, you can utilize our readily useful resources in the QuickBooks Online Articles hub. It contains links with some easy steps that can guide you with all your business income and expenses tasks. 

 

Let me know if you have additional questions. We're always delighted to assist you more. 

 

 

 

Fiat Lux - ASIA
Level 15

Can we import multiple bills from xl sheet?

@sree-k-rezy360-c 

Prepare the 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

https://transactionpro.grsm.io/qbo

 

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