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logesh
Level 2

What are the procedure for import purchase bills

as per the import bills CSV file only in account not in item and details how to uplod wiht item and details
7 Comments 7
DebSheenD
QuickBooks Team

What are the procedure for import purchase bills

Hi, logesh.
 

Welcome to the Community. Allow me to share information about importing bills in QuickBooks Online. You can import CSV files with items and details listed below:
 

  • Bill no.
  • Supplier
  • Bill Date
  • Due Date
  • Account
  • Line Amount
  • Line Tax Code

Once you already prepared your CSV (or Excel) file accurately, you can now import the bills.

 

  1. Go to Settings ⚙️.
  2. Choose Import Data.
  3. Click Bills.
  4. Review what's required to import bills. There is also an example of a data file available.
  5. Once you have all the mandatory fields, tap Browse, then hit your .csv file.
  6. Click Open, then tap NextNote: You are required to populate the Line Account field even if you are only importing bill totals.
     

You can also check this article for more information: Import your bills in QuickBooks Online.

 

In addition, I've added this article that'll help you import your list to Quickbooks Online: Move your lists to QuickBooks Online.

 

If you have other questions about the importing process, feel free to add them here. I'll be happy to help.

Fiat Lux - ASIA
Level 15

What are the procedure for import purchase bills

@logesh 

Like this one?

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           
201 Federal Express ######### Net 30 PO Box 1800   DallasTX23456    Delivery Chargestracking number 1234525.15           
201 Federal Express ######### Net 30 PO Box 1800   DallasTX23456    Delivery Chargestracking number 1235885.3           

 

utilize an importer tool

https://transactionpro.grsm.io/qbo

 

logesh
Level 2

What are the procedure for import purchase bills

  • Account only showing in that CSV, but as per purchase bill category and product/service is there, so how can change the account to product/service
Angelyn_T
QuickBooks Team

What are the procedure for import purchase bills

Hi there, @logesh. Allow me to share with you some additional information about importing bills to QuickBooks Online (QBO).

 

The default fields when importing bill transactions into QuickBooks are the following:

 

  •  Bill No
  •  Supplier
  • Bill Date
  • Due Date
  • Terms
  • Account
  • Line Description
  • Line Amount
  •  Line Tax Amount
  • Line Tax Code
  • Memo

 

Adding the purchase bill category and product/service is currently unavailable. At this time, you can manually modify the information when the transaction is added to QuickBooks.

 

To edit the transaction:

 

  1. Open the bill from the Expenses tab.
  2. Make the necessary updates from there.
  3. Save the transaction.

 

For the product/service category, you can proceed to the Product and Services window. I'm adding this link as your reference: Add product and service items to QuickBooks Online.

 

For more tips about preparing your CSV file and mapping your column headings to import purchase bills, you can open this article: Import your bills in QuickBooks Online.

 

When you're ready to track your bill payments, you can use this link as your guide: Enter bills and record bill payments in QuickBooks Online.

 

If you have any other questions about importing purchase bills into QBO, please feel free to leave a comment below. I'll get back here as soon as I can to help you again. Thanks for coming, wishing you a good one!

logesh
Level 2

What are the procedure for import purchase bills

When that future available in Quick Book?

Fiat Lux - ASIA
Level 15

What are the procedure for import purchase bills

@logesh 

They won't share any product roadmap. 

MichelleBh
Moderator

What are the procedure for import purchase bills

Thanks for the quick response, @logesh

 

You've got me here to share some information about when the purchase bill category and product/services functionality will be added to QuickBooks Online (QBO).


I agree with Fiat Lux - ASIA that we're unable to provide you with the exact timeframe when this feature will be implemented in QBO. With this, I'd recommend sending a feature suggestion to our product engineers. This allows our engineers to come up with a solution to enhance your overall experience. 

 

Here's how: 

  1. Go to the Gear icon on the upper right side. 
  2. Select Feedback
  3. Type your feature suggestion in the box and click Next

 

In addition, QuickBooks has a website where you can vote and give feedback for all future suggestions or feedbacks. For more details, visit this link: Customer Feedback for QuickBooks.

 

In the meantime, I recommend visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features.

 

Furthermore, check out these articles below to know more about what information can be imported to QuickBooks and fix some CSV errors:

 

 

Feel free to message again if you have additional questions about your bills. I'm always around here to help. Keep safe, logesh.