Transaction Attachments

What kind of transactions do you need to import? Bills or else?

Mainly bills.

You can signup for a free Melio account to integrate with QBO. Forward your historical bills with attachment to a Gmail account and sync it with Melio. For future bills, you can create a Pay inbox email looks like this: [business name _4 random numbers]@invoicesmelio.com and you will ask your vendors/contractors to send their invoices directly to that email address. You can find the details in Help section.

https://affiliates.meliopayments.com/quickbooks

You can also get a cashback to pay the first bill.

https://affiliates.meliopayments.com/cashback

Make sure to click the Get $100 cashback button to signup.

I've read your post regarding batch transaction attachments in QuickBooks Online (QBO), @PurinityFinancial. I can provide you with some information regarding your concern.

With QuickBooks Online we can import, Bank Information, Customers, Vendors, Charts of Accounts, Products and Services, and Invoices. It's unreal to expect to import bills with attachments. Only append can be done physically. To import and include attachments, I profoundly propose getting a third-party app that is viable with QBO while bringing in batches.

You can learn more details about importing data to QuickBooks Online. You can check out this article: Importing data to QuickBooks Online.

I likewise have a few added attachments to customer and vendor profiles, as well as their transactions: Add or delete attachments in QuickBooks Online.

In the meantime, please feel free to ask any questions you have about import transactions and bills. Just comment below, and I will answer it directly.

Is Bill Pay by Melio going away and being replaced with QuickBooks Bill Pay?

What third-party app would you recommend?

@PurinityFinancial 

Is Bill Pay by Melio going away and being replaced with QuickBooks Bill Pay?

They have replaced BillPay powered by Melio but you can still signup as a stand-alone app to integrate with QBO as I mentioned earlier. It means you can sync Gmail <> Melio <> QBO as a workaround.

Hi @PurinityFinancial if you are looking for a third party app that supports importing attachments in batch into QuickBooks Online then you should take a look at Zed Axis that you can find in the app store -  it supports both QuickBooks Online and QuickBooks Desktop and can upload files types such as doc, xls, txt, pdf etc ... onto Names like Customers, Vendors, Items and transactions like Invoices, Journal Entries etc....

The website specifically mentions that it doesn't support pdf.

Hi @PurinityFinancial that comment is related to importing data from PDF file which is different from uploading attachments in PDF format which I can confirm are definitely supported.   All the following types of files are supported (doc, docx, csv, gif, jpeg, jpg, ods, pdf, png, rtf, tif, txt, xls, xlsx), you can read more about the formats supported and how to do the batch uploads here.

But if you are also looking for importing data on a PDF file into QuickBooks Online then we have recently added that to Axis Online, it can extract the data from a PDF and import directly as a transaction in batch.  

Hope that makes things clearer.