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laynedrew23
Level 1

Is it possible to upload multiple different invoices from other vendors directly to quickbooks in order to track expenses?

 
4 Comments 4
JessT
Moderator

Is it possible to upload multiple different invoices from other vendors directly to quickbooks in order to track expenses?

Hi laynedrew23!

 

Uploading bills is indeed a great and faster way to track expenses. The good news is we have this feature in QuickBooks called Receipt Capture.

 

Simply take a photo of your bills and upload them to the Receipts section on the Banking page, or use the Receipt snap feature in the QBO mobile app. Our system will extract the information and place them in the Review section, like in online banking. Then, you can add them to your books or match them to your transactions in QuickBooks.

 

If there's anything that I can help you with, please let me know in the Reply section below. Have a good one!

Ryan2689
Level 1

Is it possible to upload multiple different invoices from other vendors directly to quickbooks in order to track expenses?

How can I then take the invoice I emailed in and match it to a Purchase Order? Or how can I upload a list of purchase orders?

 

Thank you,

 

Aimee Bushmaker

DebSheenD
QuickBooks Team

Is it possible to upload multiple different invoices from other vendors directly to quickbooks in order to track expenses?

Hello there, Ryan2689.

I understand how important to have the option if your concern is about linking a purchase order to an invoice. However, this feature is currently unavailable in QuickBooks Online (QBO). Intuit strives to provide the best customer experience. I will take note of your concern and send this to our engineers to make improvements in the product by listening to our customer's suggestions and comments.

For now, you can either create a billable expense and link it to an invoice, or use a third-party app that supports this feature. To help you decide the app that suits your business needs, I recommend checking out the customers' reviews and other third-party listed in our App Center.

Uploading a list of purchase orders in QuickBooks Online is unavailable. For now, we can only import receipts and bills.


I've also included an article that'll help you personalize your financial reports in QuickBooks. This way, you'll be able to filter the details you'd like to see: Create custom reports in QuickBooks Online.

If you need further assistance about handling invoices and purchase order in QuickBooks, please post a reply below. I'm always here to help you out.

Fiat Lux - ASIA
Level 15

Is it possible to upload multiple different invoices from other vendors directly to quickbooks in order to track expenses?

@Ryan2689 

Prepare your PO data with the following template

RefNumberAPAccountVendorPrintOnCheckNameTxnDateDueDateSalesTermPOStatusShipMethodNameClassAddressLine1AddressLine2AddressLine3AddressLine4AddressCityAddressStateAddressPostalCodeAddressCountryPrivateNoteCurrencyExchangeRateExpenseAccountExpenseDescExpenseAmountExpenseBillableStatusExpenseBillableEntityExpenseClassLineItemLineDescLineQtyLineUnitPriceLineAmountLineBillableStatusLineBillableEntityLineClass
101 Staples ################## OpenUPS 100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use  Office SuppliesFor Anne25.1           
101 Staples ################## OpenUPS 100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use  TelephonePhone Cards50.25           
101 Staples ################## OpenUPS 100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use  Office FurnitueNew Chairs300.18           
185 Green's Taxi Service ######### Net 30Closed  1 Main Street   San DiegoCA12345    Transportation 125.13           
201 Federal Express ######### Net 30Open  PO Box 1800   DallasTX23456    Delivery Chargestracking number PR7 1HX25.15           
201 Federal Express ######### Net 30Open  PO Box 1800   DallasTX23456    Delivery Chargestracking number 1235885.3           

 

then utilize an importer tool

https://transactionpro.grsm.io/qbo

 

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