Skip to main content
Steve Orme
Sep 28, 2021 2:06 PM UTC
Solved

Is it possible to add the class field in a Bill Import ?

Original commenter did not share additional details
Ashleigh1Answer
Sep 28, 2021 3:47 PM UTC

Hello Steve Orme, 

 

Welcome to the Community page, it is not possible to add the class field into the bill import, you would need to import without that field and manually enter the class on the bills created. If you could  leave feedback (within the main cog wheel) this gets sent straight to the developers. Thanks

View in thread

3 replies

Ashleigh1Answer
Sep 28, 2021 3:47 PM UTC

Hello Steve Orme, 

 

Welcome to the Community page, it is not possible to add the class field into the bill import, you would need to import without that field and manually enter the class on the bills created. If you could  leave feedback (within the main cog wheel) this gets sent straight to the developers. Thanks

XYZ17
Dec 5, 2024 2:02 PM UTC

This is low-hanging fruit that needs to be fixed, it undermines the idea of a bill import if you can't also bring in classes, making reporting in any detail a painful process.

Seems like a really basic oversight.

Fiat Lux - ASIA
Fiat Lux - ASIA
Sep 29, 2021 2:03 AM UTC

@Steve Orme 

Prepare your Bills data with the following template

 

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           

 

then utilize an importer tool

https://transactionpro.grsm.io/qbo

 

Terms & ConditionsAccessibility statement