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JennCA
October 13, 2022
Question

Bill Import (QBO Advanced USA)

  • October 13, 2022
  • 2 replies
  • 0 views

Hello there, 

I am trying to Import A/P Bills, as we recently migrated to QBO from QBD. 

There are some bills from Bill.com we need to manually add, as the sync in accounting software was delayed on their end. 

When going to the Import data screen, only options for: Bank Data, Customers, Vendors, Chart of Accounts, Products and Services, and Invoices appear. No option to select Bills as suggested in this article: https://quickbooks.intuit.com/learn-support/global/import-transactions/import-your-bills-in-quickbooks-online/00/1015015

 

Can you please assist and let me know what I am missing? 

2 replies

JessT
JessT
October 13, 2022

Hi JennCA,

 

Thanks for doing the research and for getting help with importing bills. I'll provide information about it.

 

The knowledge base you shared is for International accounts. QBO Advanced USA has no option for import bills. However, you can find a third-party app that you can use to import them.

 

  1. Sign in to QBO Advanced.
  2. Go to Apps on the left navigation bar.
  3. Search for something like import bills or import transactions.
  4. Choose from the suggested apps.

 

On the other hand, here's the article for the US region: Common questions about importing data to QuickBooks Online. Please disregard the statement about bills. I've already submitted feedback about it. Then, make sure you choose the US flag before searching for references for US accounts.

 

If you have any other questions about importing transactions, you can always go back to this thread.

Fiat Lux - ASIA
Fiat Lux - ASIA
October 14, 2022

@JennCA 

Prepare your 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 to proceed

https://transactionpro.grsm.io/qbo

 

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