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Level 1

How to inport a csv file to a bill

 
2 Comments
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QuickBooks Team

How to inport a csv file to a bill

I can provide some info about importing bills into QuickBooks Online (QBO), @nancy75.

 

Based on the info shared, I take it to mean that you'll want to import your bills (CSV format) into QBO. If this is the case, the said feature is currently available in Canada and the UK QuickBooks versions. 

 

While there's no direct way of importing them into the US QuickBooks version, I've got some options you can consider performing.

 

First, you can manually enter the said transactions in QBO. The second one is you can search for third-party apps that integrate well with QuickBooks and provide seamless importing of bills. Let me guide you how:

 

  1. Access this website: apps.intuit.com. and then search the apps that suit your needs.
  2. You can also go to the Apps menu in your QBO company.
  3. Select Find Apps, and then enter your keyword.
  4.  Choose an app you like. 

Once successful, you can pull up bill-related reports to keep track of them. Just go to the Reports menu, and then select the desired report from the What you owe section.

 

Feel free to leave a reply in the comment section about managing your bills in QBO. I'll be here to help. Have a good one.

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Level 14

How to inport a csv file to a bill

@nancy75 

Utilize the trial period of an importer tool

https:// transactionpro.grsm.io/qbo

 

Prepare the 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           

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