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RCoff
Level 1

Is there a way to create one "Bill/Expense" that I can import multiple line items into?

I have an accounts payable invoice that I have to manually enter over 100 items into. Is there a way to use the import functionality to import the expense detail into one invoice?  

 

 

 

2 Comments 2
Fiat Lux - ASIA
Level 15

Is there a way to create one "Bill/Expense" that I can import multiple line items into?

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           
201 Federal Express ######### Net 30 PO Box 1800   DallasTX23456    Delivery Chargestracking number 1234525.15           
201 Federal Express ######### Net 30 PO Box 1800   DallasTX23456    Delivery Chargestracking number 1235885.3           
201 Federal Express ######### Net 30 PO Box 1800   DallasTX23456    Delivery Chargestracking number 1238765.12           
201 Federal Express ######### Net 30 PO Box 1800   DallasTX23456    Delivery Chargestracking number 1239188.5           

 

then utilize an importer tool to proceed

https://transactionpro.grsm.io/qbo

 

ReymondO
Moderator

Is there a way to create one "Bill/Expense" that I can import multiple line items into?

I'll help you import these expense details into QuickBooks, @RCoff.

 

The option to import bills with multiple line items is currently 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 search the Apps menu for a keyword (bill importer). You might also want to go directly to our Apps Store and look for an app.


On the other hand, you can follow the steps that were shared by Fiat Lux - ASIA to import your bills into the program. 
 

I can see the benefits of you having this option for your business. Thus, let me take note of this to improve your QuickBooks experience. 

 

You can also send feedback to our product developers so they can review your suggestions. Here's how:
 

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions. Then, click Next to submit feedback.

 

Moreover, you can track feature requests through the QuickBooks Online Feature Requests website.

 

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, @RCoff. If you need further assistance importing transactions in QBO, just comment below or post again. Have a good one.

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