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L
lindak1119
Level 7
December 7, 2018
Question

Uploading bills

  • December 7, 2018
  • 2 replies
  • 7 views
is there a template I can use to upload the bills.

    2 replies

    K
    KhimG
    Level 7
    December 7, 2018

    Hi there, @smudegowder.

     

    It’s nice to have you in the Community. I’m here to share a few details about uploading bills in QuickBooks Online.

     

    QuickBooks has the option to customize standard templates or create a custom template for you to use. However, you can only import invoice template, not bills.

     

    If you want to import bills transaction into QBO, this option isn’t yet available. I suggest checking out some third-party add-in apps available.

     

    All you need to do is head to the QuickBooks App Center and search for a term like Import Bills. With so many available apps to download, one is sure to be a perfect fit for your business needs.

     

    The other option you have is to manually enter the data to record the vendor bills. To do that, follow the steps below:  
    1.    Go to the Plus (+) icon and select Bill.
    2.    Enter necessary information. 
    3.    Click Save and new. (Screenshots attached)

     

     

     

    While importing bills isn't yet available, I recommend sharing us your insight and opinion by clicking the Gear icon and selecting Feedback. This way, our product team would know what you liked and what we can do to make it better. 

     

    You may also send your feedback by going to the following link: QuickBooks Online Feature Requests. I’ll make sure to do the same thing on my end.

     

    That's it. Please let me know if I can be of additional assistance or should you have any follow up questions. I’ll be here to help. Have a good one!

    B
    BobTheMighty
    April 17, 2019

    I'm shocked that this isn't a standard feature. 

     

    Are there any plans to allow importing of bills any time in the future?

     

    I refuse to pay for a plugin to do this. I don't trust 3rd parties and am horrified by having the additional expense, we already pay a lot for QBO.

      MaryLandT
      MaryLandT
      Level 10
      August 18, 2019

      I too am shocked that you can't upload bills.  I've tried in every way I can think of to make it happen.  I'm baffled that other companies haven't made this a serious issue.  About half of my billable expenses are on an account and are therefore classified as bills.  I would very much like to have all of my receipts in one place.  I thought the app would let me accomplish that but it failed.  So I switched to ShoeBoxed and it appears it too does not have the feature to load bills (expenses paid through an account).  I'm starting to wonder if I should just load everything as an expense and forget the accounts payable piece?


      Hi there, @Its Alive,

       

      I appreciate you for using the Intuit App Store to look for application so you can import bills.

       

      I'll pass along your feedback to our Product Team. This way, they can see how we can get approved at supporting the importing of bills in the future.

       

      At the moment, I suggest contacting ShoeBoxed to check how they can include expenses paid through an account in QBO.

       

      Thanks for joining this thread. Don't hesitate to post again whenever you need assistance with your account.

      R
      Raj28
      January 8, 2022

      HI, I am standard user and not able to see import bill and Journal entry in Gear ==> Import data ==> Import bill and Journal entry are not reflected.

       

      Please suggest. 

      Fiat Lux - ASIA
      Fiat Lux - ASIA
      Level 14
      January 8, 2022

      @Raj28 

      Prepare your data with the following template

       

      Bills

      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           

       

      Journal Entry

      RefNumberTxnDatePrivateNoteIsAdjustmentCurrencyExchangeRateAccountLineAmountLineDescEntityClassLocation
      10101/10/2020Wire TransferFALSE  Savings-50.00Credit Savings   
      10101/10/2020Wire TransferFALSE  Checking50.00Debit Checking   
      10201/10/2020Wire TransferFALSE  Savings200.00Debit Savings   
      10201/10/2020Wire TransferFALSE  Checking-200.00Credit Checking   

       

      then utilize an importer tool

      https://transactionpro.grsm.io/qbo

       

      R
      Raj28
      January 8, 2022

      In import option, Journal entry and bills icon are not reflected. only i am able to see Bank Data, Customers, Vendors, Chart of Accounts, Product and services and invoice (i.e., Journal entry and bill not reflected)

       

       

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