How to Import Bills

kennedy442 · ‎October 20, 2023

We would like to enter Bills into QB Online using the Import feature, but I can't figure out how to do that.

We are using QB Online Plus.

This QB Online article (August, 2023) explains how, but the steps to follow to not match what I'm seeing on my end.

https://quickbooks.intuit.com/learn-support/global/import-transactions/import-your-bills-in-quickboo...

Specifically, the article suggests...

Step 2: Upload your CSV file

Go to Settings and select Import data.
Select Bills.

However, when I click Settings and select Import data, the only options are these [See attached screen grab]

Bank Data
Customers
Vendors
Chart of Accounts
Products and Services
Invoices

The QB Online article suggests I should see Bills as an option, but I don't.

What am I missing?

Thank you for anyone's guidance who can offer it.

Warm regards,

- Jonathan

ShyMae · ‎October 20, 2023

Thank you for providing a screenshot of your concern in the Community, @kennedy442.

The option to import bills is currently unavailable in QuickBooks Online (QBO) US. However, you can consider exploring third-party apps that offer this feature as an alternative solution.

Let me assist you with how to do it:

Click Apps from the left panel.
Go to the Find Apps tab.
From the search bar, type in the keyword to look for an app.
Once done, you can choose an app from the list of results.

Furthermore, you can upload your images of bills and receipts into the program. This way, QBO can extract information from them and create transactions for you to review. You can follow these steps:

In your QBO Online account, go to Expenses.
Select Bills.
From the Add bill dropdown, select Upload from computer.
Drag and drop files into the Upload or select the Upload button to choose files on your computer.

I'll provide a screenshots for reference:

After uploading your bills in QBO, you can review and manage them. To learn more, check out this article: Enter and manage bills and bill payments.

I'm also adding this article if you wish to upload receipts for future tasks: Upload your receipts to QBO.

Feel free to come back here anytime if you need further assistance with your bills. Keep safe, and have a great day!

View solution in original post

ShyMae · ‎October 20, 2023

Thank you for providing a screenshot of your concern in the Community, @kennedy442.

The option to import bills is currently unavailable in QuickBooks Online (QBO) US. However, you can consider exploring third-party apps that offer this feature as an alternative solution.

Let me assist you with how to do it:

Click Apps from the left panel.
Go to the Find Apps tab.
From the search bar, type in the keyword to look for an app.
Once done, you can choose an app from the list of results.

Furthermore, you can upload your images of bills and receipts into the program. This way, QBO can extract information from them and create transactions for you to review. You can follow these steps:

In your QBO Online account, go to Expenses.
Select Bills.
From the Add bill dropdown, select Upload from computer.
Drag and drop files into the Upload or select the Upload button to choose files on your computer.

I'll provide a screenshots for reference:

After uploading your bills in QBO, you can review and manage them. To learn more, check out this article: Enter and manage bills and bill payments.

I'm also adding this article if you wish to upload receipts for future tasks: Upload your receipts to QBO.

Feel free to come back here anytime if you need further assistance with your bills. Keep safe, and have a great day!

Fiat Lux - ASIA · ‎October 20, 2023

@kennedy442

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 use an importer tool to proceed.

https://get.transactionpro.com/qbo

Another option, signup for a separate Melio account for free to integrate with QBO. You can ask your vendors/contractors to send their invoices to your email address directly. Melio will convert the attachment file and you just need to review it and schedule the payment.

https://affiliates.meliopayments.com/quickbooks

You can get $100 as cashback to pay the first bill.

https://affiliates.meliopayments.com/cashback

cps094 · ‎December 29, 2023

This is not an answer to the question.

MJoy_D · ‎December 29, 2023

Hello, @cps094.

Can you tell me more about how can we help you today? This will enable me to offer you an exact solution to your concern.

To add more details, simply click on the Reply button below.

I eagerly await your response. Have a great day and stay safe!

4Gal · ‎December 29, 2023

@cps094

Which answer do you mean?

mh1130 · ‎January 12, 2024

If I receive a bill from a vendor that was generated from a purchase order, when I upload the bill from my computer as described, how can I associate that bill with the Purchase order? We also have instances where the purchase order will have multiple items from a vendor or multiple quantities of an item from a vendor and the vendor will deliver part of the order and bill for what was sent, leaving part of the purchase order open. Will this method of uploading the bill from my computer be able to handle this scenario and when the final bill is sent by the vendor to complete the purchase order items, will I be able to upload the new bill and associate it with the open balance of the purchase order?

JanbonN · ‎January 12, 2024

Welcome to the Community, @mh1130. Let me share some insights about associating your imported bill with a purchase order (PO) from QuickBooks Online (QBO).

Based on the details and the scenario you've provided, linking your already created PO and your imported bill isn't possible.

But, you can still link your PO to your bill by manually creating a bill transaction within the program.

Additionally, you can also record, edit, and delete expenses in QBO: Enter and manage expenses in QuickBooks Online.

Let me know if you have other concerns about your bills in QBO. I'm here to provide assistance. Have a great day.

Choose the type of data you want

hi nice to meet you,

Could you help me on how to import bills but from quickbook desktop.

Thanks

4Gal

@Choose the type of data you want

You can use IIF for free to import bills.

https://quickbooks.intuit.com/learn-support/en-us/help-article/import-export-data-files/export-impor...

Another option, you can prepare Bills data with the following format in Excel

Vendor

Transaction Date

RefNumber

Bill Due

Terms

Memo

Address Line1

Address Line2

Address Line3

Address Line4

Address City

Address State

Address PostalCode

Address Country

Vendor Acct No

Expenses Account

Expenses Amount

Expenses Memo

Expenses Class

Expenses Customer

Expenses Billable

Items Item

Items Qty

Items Description

Items Cost

Items Class

Items Customer

Items Billable

Unit of Measure

AP Account

Currency

Exchange Rate

Bell Telephone

01/09/2020

123

#########

Net 30

Office Telephone

Bell Telephone

1 Main Street

Newton

NY

12345

USA

Telephone

1000

Sales Line

Bell Telephone

01/09/2020

123

#########

Net 30

Office Telephone

Bell Telephone

1 Main Street

Newton

NY

12345

USA

Telephone

500

Service Line

Ajax Lumber

01/09/2020

400

#########

Net 30

Repairs

Ajax Lumber

200 Smith Street

Anytown

NY

11111

USA

Repairs

750

Front Door

Green Taxi Company

01/09/2020

500

#########

Net 30

Taxi to Airport

Green Taxi Company

1 North Street

Anytown

NY

11111

USA

Part 1

1

Part #1

20

N

Green Taxi Company

01/09/2020

500

#########

Net 30

Taxi to Airport

Green Taxi Company

1 North Street

Anytown

NY

11111

USA

Travel

25

VT Trip

ABC Company

Y

then use use an importer tool to proceed. It's a $199 one time license and you can get $100 to purchase it via a partner.

https://get.transactionpro.com/qbd

ShyMae

It was great meeting you, customer. I'll make sure you can successfully import your bills.

You can export the Transaction List by Vendor in QuickBooks Desktop (QBDT) and customize it to display the bill only. However, please know that the option to import bills is currently unavailable in QBO US. Nonetheless, you can consider exploring third-party apps that offer this feature as an alternative solution.

To export your bills from QBDT:

Open your QuickBooks Desktop. Hover over the Reports menu.
Choose the Vendors & Payables. Pick the Transaction List by Vendor.
Click the Customize Report.
Head to the Filters section and enter Transaction Type.
In the Transaction Type dropdown, tick Bill.
Press OK.
To export the data, hit the Excel dropdown. Create New Worksheet.
Hit Export.

To import your bill in QBO, you can look for a third-party importer tool via the QuickBooks App Store or the Apps menu in your product:

Let me assist you with how to do it:

In your QBO account, click Apps from the left panel.
Go to the Find Apps tab.
From the search bar, type in the keyword to look for an app.
Once done, you can choose an importer tool.

After importing your bills in QBO, you can review and manage them. To learn more, check out this article: Enter and manage bills and bill payments.

If you have any other questions or need further assistance importing transactions, tap the reply button below. I'm dedicated to helping you with any concerns you may have. Take care!

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How to Import Bills

Step 2: Upload your CSV file