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R
RB2008
September 4, 2020
Question

Import Bills including Customer References

  • September 4, 2020
  • 2 replies
  • 0 views

Is there an option when importing bills into Quickbooks to include the "CUSTOMER" field to map to the CSV Import file?  This would be so useful as we import hundreds of bills each month and they need to be tracked by customer so that we can run our PLs by customer.

So many good things about QBO yet this seemingly fundamental field box is missing from the Import data mapping boxes.

I'm sure I'm not the only business who needs this function.

 

2 replies

A
Ashleigh1
September 4, 2020

Hello RB2008, 

 

Welcome to the Community page, 

 

Currently, there is not a mapping field for customers for the importing of bills. 

 

We have taken this feedback on board and will pass it on to the developer team. 

R
RB2008Author
September 8, 2020

Thank you!  This would be such a valuable feature to add this customer field box to the Bills Import Mapping.

Fingers crossed xxx

Fiat Lux - ASIA
Fiat Lux - ASIA
September 5, 2020

@RB2008 

Do you utilize the Class feature by customer name?

R
RB2008Author
September 8, 2020

No, we use sub customers linked to parent billing for each job, I then run PLS for that customer job number and currently need to manually add the customer ref into each expense after importing the expenses.  

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