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Hello there,
I am trying to Import A/P Bills, as we recently migrated to QBO from QBD.
There are some bills from Bill.com we need to manually add, as the sync in accounting software was delayed on their end.
When going to the Import data screen, only options for: Bank Data, Customers, Vendors, Chart of Accounts, Products and Services, and Invoices appear. No option to select Bills as suggested in this article: https://quickbooks.intuit.com/learn-support/global/import-transactions/import-your-bills-in-quickboo...
Can you please assist and let me know what I am missing?
Hi JennCA,
Thanks for doing the research and for getting help with importing bills. I'll provide information about it.
The knowledge base you shared is for International accounts. QBO Advanced USA has no option for import bills. However, you can find a third-party app that you can use to import them.
On the other hand, here's the article for the US region: Common questions about importing data to QuickBooks Online. Please disregard the statement about bills. I've already submitted feedback about it. Then, make sure you choose the US flag before searching for references for US accounts.
If you have any other questions about importing transactions, you can always go back to this thread.
Prepare your Bills data with the following template
RefNumber | APAccount | Vendor | PrintOnCheckName | TxnDate | DueDate | SalesTerm | Location | AddressLine1 | AddressLine2 | AddressLine3 | AddressLine4 | AddressCity | AddressState | AddressPostalCode | AddressCountry | PrivateNote | Currency | ExchangeRate | ExpenseAccount | ExpenseDesc | ExpenseAmount | ExpenseBillableStatus | ExpenseBillableEntity | ExpenseClass | LineItem | LineDesc | LineQty | LineUnitPrice | LineAmount | LineBillableStatus | LineBillableEntity | LineClass |
101 | Staples | ######### | 15/11/2020 | 100 Houston Street | Suite 2000 | San Diego | CA | 12345 | Internal Use | Office Supplies | For Anne | 25.1 | ||||||||||||||||||||
101 | Staples | ######### | 15/11/2020 | 100 Houston Street | Suite 2000 | San Diego | CA | 12345 | Internal Use | Telephone | Phone Cards | 50.25 | ||||||||||||||||||||
101 | Staples | ######### | 15/11/2020 | 100 Houston Street | Suite 2000 | San Diego | CA | 12345 | Internal Use | MP3 Player | Blue MP3 Player | 2 | 55 | |||||||||||||||||||
185 | Green's Taxi Service | ######### | Net 30 | 1 Main Street | San Diego | CA | 12345 | Transportation | 125.13 |
then utilize an importer tool to proceed
https://transactionpro.grsm.io/qbo
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