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May 10, 2023
Question

Is there a way to upload a list /template of bills to pay onto bankline

  • May 10, 2023
  • 1 reply
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1 reply

LieraMarie_A
May 10, 2023

Thank you for reaching out to us, @neetashah.

 

Yes, it's possible to upload a list or template of bills to pay from QuickBooks Online (QBO) onto Bankline. We can export the list of bills from QBO and then import it into Bankline. 

 

Here's how to export:

 

  1. Go to Get paid & pay and then Bills, or go to  Expenses and then Bills.
  2. Select the Unpaid tab.
  3. Click Filters.
  4. Set your date range and any other filters you need, then Apply.
  5. Click the Export to Excel icon.

 

To get instructions on how to import bills to Bankline, I recommend reaching out to their support. They will be able to provide you with the necessary guidance and assistance to complete the process successfully.

 

Also, bills can be imported to QBO. To learn about the capabilities and limitations of this process, please review this article: Import Bills.

 

Fill me in if you need more help with exporting your data. I'd be delighted to provide you with additional support.