I'll provide information about uploading bills in CSV files via the Batch transactions tool to help manage your expense transactions using QuickBooks Online (QBO), pauliep.
To start, which specific column in the sample_bill_import.csv document you're having concerns about and unable to find allowable values? When you download this sample, it includes the Bill No., Vendor, Mailing Address, Terms, Bill Date, Due Date, Location, Memo, Type, Category/Account, Product/Service, Qty, Rate, Description, Amount, Billable, Customer/Project, Tax Rate, and Class columns. Ensure to format your file correctly to successfully perform the import procedure.
Moreover, you can only import unpaid bills. Since uploading matching payments in another format isn't an option, you'll have to manually pay or close them after importing.
Please see this article to use the Batch transactions tool to record bills and expenses from multiple sources: Create multiple bills or expenses in QuickBooks Online Advanced.
Also, would you like to know how much is your monthly expenses? This article will guide you on how to do this process: Run and save a monthly expense report by vendor.
You can always leave a comment below if you have follow-up questions about importing and managing expenses in QBO. I'm continuously here to assist you. Take care!
