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Imavintageguy
February 8, 2023
Question

Importing

  • February 8, 2023
  • 1 reply
  • 0 views

I'm using Epson's Receipt manager software to scan and import bills into QBO. It's working great, but I'm wondering if there is a way to import them such that they go into the "Review" tab under Bills, instead of automatically being input? There is a field/toggle on the Epson software to say, "Reviewed" or "Not Reviewed" but when it is exported with "Not Reviewed" selected, it still imports to QBO as if it were reviewed.

Thanks.

1 reply

J
JamesM4
February 8, 2023

Hi Imavintaguy, 

 

Welcome back to the Community. QuickBooks is a versatile program that helps you streamline your work using the powerful features offered in the program. It's great to learn you're already taking advantage of the the software to help scan and import your bills. I'll be happy to share more info so you're on the right track. 

 

The function you've described isn't available in QuickBooks. I can see the benefit of being able to import your bills into the Review tab under Bills and I encourage you to send feedback about this to our engineers. You can send feedback by clicking on the Gear icon and looking for Feedback. New product ideas and improvements are based on the feedback we get from users like you. I also recommend looking into third-party apps on our app store using this link. In the meantime, I recommend manually adding the fee to the transaction and it's best to consult your accountant for expert advice on how to do this.

 

Otherwise, let me know if you have other questions by leaving a comment below. I'll be one message away.

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