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slitchfield1448-
Level 1

What is the template for upload bills

trying to upload  year's worth of bills to mark paid, having problems with the current format not uploading, do all columns need data
2 Comments 2
ChristineJoieR
QuickBooks Team

What is the template for upload bills

I can see the convenience of importing bill templates through your QuickBooks account, @slitchfield. The option to import bill templates is currently unavailable in QuickBooks Online (QBO. Let me guide you accordingly.

 

We can look for a third-party application that manages on importing bill templates in QuickBooks Online. If you need to use one, we suggest a third-party application and navigate for an app in the QuickBooks Online App Center

 

Here's how:

 

  1. On the left pane, choose the Apps tab.
  2. Click the Find Apps.
  3. Enter the keyword or name in the Search bar.
  4. Once done, similar apps will appear on the screen.

 

Moreover, exporting attachments using the Batch Action feature can be a helpful way to keep your attachments in QuickBooks Online. Please refer to this page mentioned for detailed instructions: Export reports, lists, and other data from QuickBooks Online.

 

Please let me know what other specific features or requirements you have in mind for the file management application in QuickBooks Online, and I'll do my best to assist you in finding a suitable solution.

Fiat Lux - ASIA
Level 15

What is the template for upload bills

@slitchfield1448- 

You can prepare 2 sets of data in Excel file format (i.e Bills and Bill Payments). Then use an importer tool to proceed.

https://get.transactionpro.com/qbo

 

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