Import your bills to QuickBooks

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@EstherY wrote:

If you’re using spreadsheets to record bills and wish to start using QuickBooks to track them going forward, you can import them into QuickBooks using our Import your Bill functionality.

 

Before you start, make sure that your excel spreadsheets are ready and in a format that is accepted by QuickBooks. You can download a sample here. If your file includes details of suppliers and/or products, they can be added in QuickBooks automatically, so you don’t have to manually create them.

 

Things to look out for

• Bills can be imported with multiple line items OR as a total value for each bill. If no line item is present QuickBooks will populate this field with a generic item called 'Sales'.
• Multi-Currency is supported.
• Product categories are supported.
• VAT codes are mapped so there is no need to change your VAT codes to QuickBooks VAT code formats before importing.
• We recommend that no more than 100 bills are imported at any one time.
• When new suppliers are imported, if no currency is specified QuickBooks assumes the supplier’s home currency is GBP.
• To import line items with Product Categories, enter the category with a colon separator between the product/service (e.g. category:Product/service).
• When Bills have multiple line items please ensure each line entry specifies the Bill Number, Supplier, Bill Date etc, as seen in the example csv file.
• To retain bill numbering in your csv file, please ensure Custom Transaction Numbers is switched ON
• ​​Select the Gear icon at the top, then Account and Settings.
• Select Sales tab, navigate to the Sales Form Content
• Click on the edit icon and change Custom Transaction Numbers from Off to On using the check box and select Save

 

When you are ready

1. Select the Gear icon at the top.
2. Under Tools, choose Import Data.
3. From the list, select Bills.
4. Select the Browse button.
5. Select your Excel file, click Open then select Next to continue.
6. If you would like QuickBooks to auto create contacts and/or product/service items then select the applicable option(s) and select Next.
7. Map the headers in your Excel file to the fields in QuickBooks, then click Next.

    

8. If you are VAT registered, map your VAT codes to those of QuickBooks, then select Next.

    

9. You’ll now see a summary of your import. Adjust your data if necessary then select Import.

 

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@EstherY wrote:

If you’re using spreadsheets to record bills and wish to start using QuickBooks to track them going forward, you can import them into QuickBooks using our Import your Bill functionality.

 

Before you start, make sure that your excel spreadsheets are ready and in a format that is accepted by QuickBooks. You can download a sample here. If your file includes details of suppliers and/or products, they can be added in QuickBooks automatically, so you don’t have to manually create them.

 

Things to look out for

• Bills can be imported with multiple line items OR as a total value for each bill. If no line item is present QuickBooks will populate this field with a generic item called 'Sales'.
• Multi-Currency is supported.
• Product categories are supported.
• VAT codes are mapped so there is no need to change your VAT codes to QuickBooks VAT code formats before importing.
• We recommend that no more than 100 bills are imported at any one time.
• When new suppliers are imported, if no currency is specified QuickBooks assumes the supplier’s home currency is GBP.
• To import line items with Product Categories, enter the category with a colon separator between the product/service (e.g. category:Product/service).
• When Bills have multiple line items please ensure each line entry specifies the Bill Number, Supplier, Bill Date etc, as seen in the example csv file.
• To retain bill numbering in your csv file, please ensure Custom Transaction Numbers is switched ON
• ​​Select the Gear icon at the top, then Account and Settings.
• Select Sales tab, navigate to the Sales Form Content
• Click on the edit icon and change Custom Transaction Numbers from Off to On using the check box and select Save

 

When you are ready

1. Select the Gear icon at the top.
2. Under Tools, choose Import Data.
3. From the list, select Bills.
4. Select the Browse button.
5. Select your Excel file, click Open then select Next to continue.
6. If you would like QuickBooks to auto create contacts and/or product/service items then select the applicable option(s) and select Next.
7. Map the headers in your Excel file to the fields in QuickBooks, then click Next.

    

8. If you are VAT registered, map your VAT codes to those of QuickBooks, then select Next.

    

9. You’ll now see a summary of your import. Adjust your data if necessary then select Import.

 

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Hi can you please help me for upload my bills in to quickbook. I having a problem on step 7 (Map your column headings) I done everything step by step but still I can not select csv column headers! 

Please see attach image!

Also I have try to do different computer incase if any web browser issue but all same.

Many thanks 

Sana

Could you please advice how to add Import Bill if I do not have one in QuickBooks Labs?

I wokr with PLUS vertion.

Thank you in advance!

I am trying to upload the csv file - I am repeatedly getting an error telling me that the "line accounts don't exist in quickbooks" - I have checked a number of times and the numbers do exist.  Could you advise on anything that could be causing this issue?  formatting maybe.  thanks