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I am trying to use QBO to bulk import bills from vendors. Is this possible?
Ideally, I would like to have the following fields in a CSV that I could batch import.
1. Vendor
2. Project
3. Service
4. Amount
5. Quantity
6. Total
Thank you so much for your help.
Hi there, @hec_user.
Currently, the option to import bills in bulk is unavailable in the US version of QuickBooks Online (QBO). You may consider looking for a third-party application that can help import your bill transactions.
To find a third-party app, you can go to the Apps menu and search for a keyword (bill importer). You might also want to go directly to our Apps Store and look for an app from there.
If you have further questions about the third-party application, I recommend contacting their customer service team.
You might also want to review all your vendor transactions in the future. You can go to the Expenses menu and select Vendors. Then, go to the Transactions List tab.
I'm still open to your replies, @hec_user. If you need further assistance importing transactions in QBO, just comment below or post again. Have a good one.
Thank you for your helpful reply.
Do you know of any apps offhand that might be a good place to start?
I appreciate it.
Boyd
Thank you for responding, hec_user.
There are several results if you try to search it on the Apps menu and use the keyword (bill importer) suggested by my colleague Mark_R above.
You can click each to view more details and see how the application works with QuickBooks. You can also refer to the ratings to help you decide which third-party application to use.
I've included this article for common custom reports that you can use in reviewing you vendor transactions: Common custom reports in QuickBooks Online.
Please let us know if you still need further assistance or if you still have other questions. We're always here to help. Have a nice day!
Prepare your Bills data with the following template
RefNumber | APAccount | Vendor | PrintOnCheckName | TxnDate | DueDate | SalesTerm | Location | AddressLine1 | AddressLine2 | AddressLine3 | AddressLine4 | AddressCity | AddressState | AddressPostalCode | AddressCountry | PrivateNote | Currency | ExchangeRate | ExpenseAccount | ExpenseDesc | ExpenseAmount | ExpenseBillableStatus | ExpenseBillableEntity | ExpenseClass | LineItem | LineDesc | LineQty | LineUnitPrice | LineAmount | LineBillableStatus | LineBillableEntity | LineClass |
101 | Staples | ######### | 15/11/2020 | 100 Houston Street | Suite 2000 | San Diego | CA | 12345 | Internal Use | Office Supplies | For Anne | 25.1 | ||||||||||||||||||||
101 | Staples | ######### | 15/11/2020 | 100 Houston Street | Suite 2000 | San Diego | CA | 12345 | Internal Use | Telephone | Phone Cards | 50.25 | ||||||||||||||||||||
101 | Staples | ######### | 15/11/2020 | 100 Houston Street | Suite 2000 | San Diego | CA | 12345 | Internal Use | MP3 Player | Blue MP3 Player | 2 | 55 | |||||||||||||||||||
185 | Green's Taxi Service | ######### | Net 30 | 1 Main Street | San Diego | CA | 12345 | Transportation | 125.13 |
then utilize an importer tool
https://transactionpro.grsm.io/qbo
Thank you. I will check that out. Can I assign a project with this template as well?
Utilize the Expense Class and Line Class available on Bills template to import.
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