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April 20, 2021
Question

We would like to make use of the import functionality to import supplier bills with CLASSES per line item also being imported. Can this functionality be added please.

  • April 20, 2021
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

MJoy_D
April 20, 2021

I can provide some information about importing supplier bills, @johan-masanamine.

 

You can import Bank Data, Customers, Suppliers, Chart of Accounts, Invoices, and Bills in QuickBooks Online (QBO). 

 

The feature to include classes when importing bills is currently unavailable. The following data are only required:

  • Bill no.
  • Supplier
  • Bill Date
  • Due Date
  • Account
  • Line Amount
  • Line Tax Code

I can see how having this functionality would be helpful for you and your business. Rest assured that I'll take note of it. In the meantime, I recommend visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features.

 

You can refer to the following article for more information about preparing your file and importing it to your account: Import your bills in QuickBooks Online.

 

Here’s everything that you need to know about importing data files in QBO: Common questions about importing data to QuickBooks Online.

 

I'm always here if you need further help with importing your bills and or anything else, by leaving a reply below. Take care and have a great rest of the day!

Fiat Lux - ASIA
April 20, 2021

@johan-masanamine 

Prepare the Bills data with the following template

RefNumberAPAccountVendorPrintOnCheckNameTxnDateDueDateSalesTermLocationAddressLine1AddressLine2AddressLine3AddressLine4AddressCityAddressStateAddressPostalCodeAddressCountryPrivateNoteCurrencyExchangeRateExpenseAccountExpenseDescExpenseAmountExpenseBillableStatusExpenseBillableEntityExpenseClassLineItemLineDescLineQtyLineUnitPriceLineAmountLineBillableStatusLineBillableEntityLineClass
101 Staples #########15/11/2020  100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use  Office SuppliesFor Anne25.1           
101 Staples #########15/11/2020  100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use  TelephonePhone Cards50.25           
101 Staples #########15/11/2020  100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use        MP3 PlayerBlue MP3 Player255    
185 Green's Taxi Service ######### Net 30 1 Main Street   San DiegoCA12345    Transportation 125.13           

 

then utilize an importer tool

https://transactionpro.grsm.io/qbo