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Hello.
I'd like to import bulk bills(items) in QuickBooks! Not category.
Please let me know how to do.
I'm here to help you import the bills, sy_jung-spigen-c.
You can go to the Gear > Import data > Bills and click the Download an example link to help you prepare your CSV (or Excel) file accurately. Please make sure to save the file where you can easily find it.
Here are the following columns that are required:
Once done, go back to the Bills page and follow these steps:
Please see this sample screenshot for a visual guide:
For more information about the capabilities and limitations, you can read this article: Import your bills in QuickBooks Online.
Should you have any follow-up questions or other concerns, please let me know in the comments below. My colleagues and I are always here to help. Take care!
I want to know import multiple bills of items...(Not category)
Thanks for your reply, sy_jung-spigen-c.
To verify, are you trying to import your products and services? If so, you can follow these steps:
Please see this sample screenshot for a visual guide:
You can also check out this article for the details instructions: Import products and services into QuickBooks Online.
Please don't hesitate to add another reply below if you still need more help with QuickBooks Online. I'm always here to help.
Hi, now the person wasn't wanting to import the Products and Services they were wanting to import Bills WITH Items. Please can you tell us how to do this. All the instructions only describe importing bills for Categories.
Many thanks.
Simon
Like this one?
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 |
I appreciate you participating in this conversation. Let me address your concern about importing bills with items.
In QuickBooks Online (QBO), limitations may apply when importing bills. Currently, we're unable to include the item details section. For this reason, it's not possible to bring them in, which would automatically increase inventory.
In the meantime, I suggest searching for a third-party tool to assist you in uploading them to QBO. To do that:
While the program is unable to carry out this task, we suggest sharing your valuable input with our software engineers. This way, they can review your suggestion and possibly take it into account for our upcoming product improvements. To do that, go to the Gear icon and select Feedback.
Additionally, gaining an overview of your sales and expenses is a breeze if you generate reports in QBO. Doing so provides details about outstanding bills and their due dates, as well as all the transactions associated with each vendor.
Feel free to reach out back to us whenever you need additional help with importing bills with items. I'm more than willing to assist you further. Stay safe.
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