Skip to main content
B
bero
August 20, 2020
Question

When we import our expenses from Excel to QBO all of them are set to "unpaid". Is there a way to import them and they are set to "paid"?

  • August 20, 2020
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

BettyJaneB
BettyJaneB
August 20, 2020

Hi there, @bero.

 

I'm here to provide details about having the expenses to be marked as paid when imported into QuickBooks Online.

 

When importing bills in QuickBooks Online, they'll be marked as unpaid since the payment status is not included in the mapping. That said, having them tracked as paid isn't available.

 

To get your work done, you'll need to manually mark them as paid once they are imported into the system. Here's a link that provides the complete guidelines of importing bills in QBO together with its capabilities and limitations: Learn how to import purchase bills in batches to QuickBooks Online.

 

Know that our developers are always considering new functionalities to be added to the program to cope with your business needs. I'd encourage you to visit our QuickBooks Online Blog site regularly, to stay in the loop with our latest happenings.

 

Lastly, you can always scan through this article attached to give you more insights on the transactions that can be imported in QBO and on how to perform its procedure: We’ve assembled some frequently asked questions about importing data to QuickBooks Online.

 

I'm just a few clicks away if you need anything else, @bero. Just leave a reply below, and we'll take it from there. Take care!

B
beroAuthor
August 20, 2020

Hi @BettyJaneB thank you for clarification.

So I understand that when I'm importing thousands of bills each of them has to be manually marked as paid?! :-(

That would mean a lot of work and would hold anyone using any other accounting system to switch to QBO.

BettyJaneB
BettyJaneB
August 20, 2020

Glad to have you back here in the Community, @bero.

 

I hear you and realize the importance of having the ability to mark the bills as paid when imported in QuickBooks Online. 

 

However, you may follow the the suggestion given by Fiat Lux - ASIA above, or utilize a third-party converter that supports this feature and integrates with QuickBooks.

 

We aim to give you the best customer experience, and we are committed to developing simple, intuitive software that includes new features that will help you run your business easier.

 

To be updated with our recent enhancements you can check out the site that I provided above.

 

You can always visit me here if you have any other questions or concerns with QuickBooks. I'd be happy to help. Have a good one!

Fiat Lux - ASIA
Fiat Lux - ASIA
August 20, 2020

@bero 

You need to import the Bill Payment data to make it "paid".

RefNumberAPAccountVendorTxnDateBank or CC AccountPrivateNoteCurrencyExchangeRateToBePrintedBillApplyToLineAmount
2001 Staples01/11/2020CheckingBill Payment  N101375.53
3454 Green's Taxi Service01/11/2020CheckingBill Payment  N185125.13
321901 Federal Express01/11/2020CheckingBill Payment  N201264.07

 

Utilize the trial period of TPImporter to do so.

https://transactionpro.grsm.io/qbo

 

Terms & ConditionsAccessibility statement