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Upload Bills to QuickBooks Desktop Mac Plus
by Intuit•1• Updated 1 year ago
Find out how you can upload your bills in QuickBooks Desktop Mac 2023.
Link a macOS Photos album to your company file to auto-fill bill entries for review. Review imported bill data, then match or add transactions.
Step 1: Import your bills
You can import bills automatically from a shared macOS Photos album. Or you can manually import as a PDF or an image.
Automatically Import
- In QuickBooks, set up Photo Sync for Bills.
- Select Vendors, then select Bill Management.
Note: You might have to enter your Intuit user ID. - Review the imported bill info and images and make any necessary changes.
Manually Import
- Select Vendors, then select Bill Management.
Note: You might have to enter your Intuit user ID. - Select +, then select Upload Bills or Scan.
- Browse and select bills, then select Open.
Step 2: Add and match your bills
Once you upload your bills, you can add or match them with what’s in QuickBooks.
Create an attachment library
To associate an image to a transaction, you’ll need to create your attachment library before you add or match. The Attachment Center will store the image and display the link to the transaction.
- Go to Preferences, then select Attachments.
- Select Attachments library ▼, then select Create New.
- Choose a name and location for your attachments library.
- Select Save.
If your transaction is already in QuickBooks
- In Bill Management, select Matches.
- Select the transaction, then select Match.
If you just added the transaction in QuickBooks
- In Bill Management, select Details.
- Enter the required info. You can also enter additional details.
- Select Add to Register.
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