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pauliep
April 27, 2024
Question

Where are definition of columns in sample_bill_import.csv?I have uploaded bills in batch via the Batch Transactions but I cannot find allowable values of the columns.

  • April 27, 2024
  • 1 reply
  • 0 views
Some columns are not self explanatory.
Also can you upload bills that are closed already (ie paid)?
If not can you upload matching payments in another format?

1 reply

R
Rea_M
April 28, 2024

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!

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pauliepAuthor
April 30, 2024

Hi Rea,

Thank you for the information and the link. As I am new I just wanted to confirm a few things.

1. Since I am paying vendors via the batch upload it seems that uploading Bills via the sample_bill_import.csv template makes the most sense. 

2. I do wish that there was a way to batch upload the corresponding payments however as we do many vendor payments. Based on your response it seems like we need to manually select the unpaid bills everyday and mark them paid.

3. We want to connect to Bill.com as that is where the payments are currently made and are in the process of hooking up the Quickbooks company with our existing BIll.com account. 

 

The main question is once we have QB and Bill.com connected and setup for two way synchronizing how will these bills that we uploaded be cleared? It seems we have these options:

Option A: Prior to connecting QB and Bill

1. Upload bills via CSV into QB

2. Upload corresponding payments into Bill.com (different Bill.com specific format we already have this)

3. Pay the bills in Bill.com

4. Manually mark the bills as paid in QB

 

Option B: After we enable QB and Bill two way integration

1. Upload bills via CSV into QB

2. Initiate payment from QB in Bill.com? This is what we are not sure of

3. Bill.com pays the bills automatically

4. QB will sync up with Bill.com and mark the bills as paid

 

We pay many bills per month to hundreds of Vendors which is why we need to batch the payments.

 

Thanks for your help and please let me know if any of the above in not clear.

Also is there any videos or help articles on Bill.com integration with QB? I cannot seem to find any.

 

Thanks for the help!

--Paul

 

C
Carneil_C
April 30, 2024

Thanks for getting back on this thread and adding your follow up concerns for verification, @pauliep.

 

I'm here to guide you in the right direction for support that can help you sort this out for yourself.

 

Please take note that the integration between Bill Pay powered by Bill.com and QuickBooks Online (QBO) is no longer be available on September 18, 2023. We will be replacing it with our solution, QuickBooks Bill Pay. Instead, you can sign up for QuickBooks bill pay or Bill Pay powered by Melio. 

 

Regarding your integration concerns, it's best to contact the Bill.com customer care team. They'll be able to provide information and guide you throughout the process. Thus, they know how bills and payments work when connecting it with QuickBooks Online (QBO).

 

You can reach out to them through these links:

 

 

Moreover, you may want to visit this article if you want to learn more about paying bills with your bill pay add-on: Check which Bill Pay you are using in QuickBooks Online.

 

Drop by this thread again if you have future concerns with bills. I'm here to offer help. Good day ahead.

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