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chttrucking
Level 1

Can I upload a list of Invoice Numbers with dates and amounts (all the same vendor) and have QB create the invoices rather than input each individual invoice?

 
4 Comments 4
Kristine Mae
QuickBooks Team

Can I upload a list of Invoice Numbers with dates and amounts (all the same vendor) and have QB create the invoices rather than input each individual invoice?

It looks like you're referring to bills, Chttrucking.

 

You're unable to upload them in QuickBooks Online. You'll have to enter them manually. 

 

Let me show you how:

  1. Click the New or Plus sign (+) button.
  2. Select Bill.
  3. Fill in the necessary fields.
  4. Click Save and close.

You can check this article on how to enter and pay bills for more information.

 

If any questions arise, feel free to click the Reply button below. Take care!

Fiat Lux - ASIA
Level 15

Can I upload a list of Invoice Numbers with dates and amounts (all the same vendor) and have QB create the invoices rather than input each individual invoice?

@chttrucking 

Utilize the trial period of TPImporter to do so.

 https:// transactionpro.grsm.io/qbo

 

chttrucking
Level 1

Can I upload a list of Invoice Numbers with dates and amounts (all the same vendor) and have QB create the invoices rather than input each individual invoice?

Is TPImporter part of Quickbooks or another program?

In my question, I should have said it's customer invoices I want to upload.

Thanks for your reply

Joesem M
QuickBooks Team

Can I upload a list of Invoice Numbers with dates and amounts (all the same vendor) and have QB create the invoices rather than input each individual invoice?

Hello there, @chttrucking.

 

Thanks for reaching the Community space and I appreciate you providing that clarification for me. Allow me to chime in and help share additional details about your concern.

 

TPImporter is a third-party supported app in QuickBooks that can help you import, export, delete data including transactions and lists using Excel or CSV files. 

 

I'll guide you to our App Center, so you can read out its overviews, FAQS, and reviews from other users. Here's how:

 

  1. Log in to your QuickBooks Online account.
  2. On the left menu, click Apps.
  3. Type any keyword like transactionpro in the search field or click the Browse category drop-down menu to look for an app.
  4. Click the app to see the overview.

 

However, if those bills are billable, you'll need to manually create your customer's invoice.

 

  1. Click the+ New.
  2. Select Invoice.
  3. In the Customer ▼ dropdown menu, select the customer you created a billable expense for. 
  4. Select Add on the billable expense you want to charge to your customer.
  5. Select Save and close.

 

You can refer to this article to be guided in recording billable expenses in QuickBooks Online: Enter billable expenses.

 

I've also added these articles in case you want to remove a billable expense charge and set up progress invoicing in QuickBooks:

 

 

You can always come back to the Community if anything may arise while working in QuickBooks Online. I'd be glad to help. You have a wonderful day!

 

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