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NatDH
May 23, 2022
Solved

bill

  • May 23, 2022
  • 3 replies
  • 0 views

Hello,

I just got QBO advanced for the purpose of bulk billing and it turns out that the feature is half-baked. It has a mapping for bill date on a csv file, but it does not go through and it needs to be entered manually. This defeats the whole purpose. It needs to be fixed pronto.

    Best answer by NatDH

    I found out the issue. Not sure why no one was able to figure it out. 

     

    The date format must be MM/DD/YYYY. Other similar formats will not work.

    3 replies

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    May 24, 2022

    If you are running a SaaS company, consider having a subscription management app to integrate with QBO.

    K
    Kurt_M
    May 24, 2022

    Good day, @NatDH. I appreciate you for letting us know that the bill date needs to be manually entered into QuickBooks Online (QBO) if you're using csv file, and then importing it into QBO.

     

    I recommend sending feedback to our Product Development team. This way, we can continue to improve your experience using QuickBooks Online with your business. To send, here's how:

     

    1. In the upper-right corner, click the Gear icon.
    2. Select Feedback.
    3. Enter a brief description of your product suggestion. and then click Next.
    4. Type your email address.
    5. Once done, click Send Message.

     

    In addition, here are some articles to help you manage your customers payment also to know about how to upload your receipts and bills in QuickBooks Online:

     

     

    I'll be here in the Community, @NatDH in case you need help performing specific tasks in QuickBooks Online. You can also mention me in the comment section. This way, I'll be able to see your response and then I can provide you the assistance that you need. Thank you for choosing QuickBooks Online and have a nice day!

    N
    NatDHAuthor
    May 25, 2022

    This issue needs to be taken more seriously. This is not just a feedback issue. The whole CSV import for bills is wrong when it has a mapping for bill date that does not come through.

    N
    NatDHAuthorAnswer
    May 25, 2022

    I found out the issue. Not sure why no one was able to figure it out. 

     

    The date format must be MM/DD/YYYY. Other similar formats will not work.

    AlcaeusF
    AlcaeusF
    June 6, 2022

    Hello @NatDH,

     

    I have reviewed the solution you’ve shared and it's correct and accurate. Thank you for sharing your inputs to help address the issue.

     

    We love to see members supporting one another! Have a great day.

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