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July 3, 2022

Hi @betterdeal2021-g.

 

I can share some details about importing inventory items and purchase bills.

 

You can create a spreadsheet of your products and services in Excel or Google Sheets. By following the sample format in QuickBooks Online, you'll know how to place the details correctly and map them in QuickBooks.

 

 

Here's how:

 

  1. Sign in to QuickBooks Online.
  2. Go to Settings ⚙ and select Import Data.
  3. Choose Product and Services.
  4. Click the Download a sample link or Preview a sample.
  5. When your file is ready, click Browse to upload your Excel or CSV file, or Connect if you want to sync Google Sheets.
  6. Click Next and review the mapping.

 

On the other hand, here are the default fields when importing bill transactions into QuickBooks. Please see the details below:
 

  • Bill No
  •  Supplier
  • Bill Date
  • Due Date
  • Terms
  • Account
  • Line Description
  • Line Amount
  •  Line Tax Amount
  • Line Tax Code
  • Memo

 

 

For more tips about preparing your CSV file and mapping your column headings to import purchase bills and other supported data, you can reference these articles:

 

 

Additionally, you may need to avoid using special characters when importing. This way, we can ensure you can import your data successfully. See the approved characters list for more information.

 

Please leave a comment below if you other questions about importing inventory items and purchase bills in QuickBooks Online. I'll be there to help. Enjoy your day.