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COSNZ
Level 1

Importing bills from Excel to link into outstanding Purchase orders

Hiya.

 

I'm new to QBO and setting up to start using it from April. We do a large number of inventory base small invoices everyday so I plan to us the excel import bills from our various stock suppliers.

My question is:

If importing bills into QBO through bulk excel import, is there a way to have them link/read into the corresponding purchase orders? I would rather not be left with 900 purchase orders to close off each week as it also seems these can only be closed one at a time?

Thanks

 

2 Comments 2
JoesemM
Moderator

Importing bills from Excel to link into outstanding Purchase orders

Let me share details about the importing bills in QuickBooks, @COSNZ.

 

At this time, 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 that can also read or link with purchase orders.

 

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.

 

For further questions about the third-party application, I recommend contacting their customer service team.

 

Also, you might 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've additionally included a couple of detailed resources about creating bills that may come in handy moving forward:

 

Please leave a comment if you have any other questions or concerns. I'm always here to help. Take care and have a great day, @COSNZ.

Fiat Lux - ASIA
Level 15

Importing bills from Excel to link into outstanding Purchase orders

@COSNZ 

You can prepare your 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

 

Unfortunately, you won't be able to link PO data to Bills. You can export your PO data out to XLS with the exporter tool, modify the "PO Status" data field from Open to Closed, and reimport back the modified file into your QBO account.

 

Consider to utilize the backup restore app as for your insurance.

https://rewindio.grsm.io/quickbooks

 

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