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keaton12
July 14, 2019
Question

How can I include Classes when importing data for a bill upload?

  • July 14, 2019
  • 1 reply
  • 0 views
I perform large monthly transactions to investors. These transactions show up in banking as one lump sum as the funds go through a clearing house first and then to the investors. To speed up the bookkeeping, I copy and paste the list of transactions from our clearing house software into a .csv and upload to quickbooks. Then when the large transaction shows up, it is matched to the bills and very easily sorted and cleared. Because I have to keep separate financial statements for each investor, each investor is setup as a class. I have to go back into the bills and add the classes manually. Can it be made possible to upload the classes as well to make this process super smooth and scalable?

1 reply

vpcontroller
vpcontroller
July 14, 2019
@keaton12 wrote:
I perform large monthly transactions to investors. These transactions show up in banking as one lump sum as the funds go through a clearing house first and then to the investors. To speed up the bookkeeping, I copy and paste the list of transactions from our clearing house software into a .csv and upload to quickbooks. Then when the large transaction shows up, it is matched to the bills and very easily sorted and cleared. Because I have to keep separate financial statements for each investor, each investor is setup as a class. I have to go back into the bills and add the classes manually. Can it be made possible to upload the classes as well to make this process super smooth and scalable?

 

@keaton12 

 

Unfortunately, there is no way to import a CSV file with class tracking into QBO Banking tab. You may have noticed there is no mapping field for class or location. It's all Intuit hard-wired and there is no way to customize and expand the fields at this time.

 

The only option I can think of is to create Bank Rules (Banking > Rules) with Payee, Category, and Class for Money Out transactions. When you import a CSV file, it will match and automatically post to the Register. Make sure to select "Auto-categorise and auto-add at the bottom of the rule.

 

Hope this helps!

 

C
CADUser2023
June 16, 2023

It would be much appreciated if Quickbooks allow for the upload of information to include class. I upload vendor bills with many transactions, and we track all our expense by class.  That I upload, and then have to manually go into the transaction to add classes defeats the purpose of upload functionality.

    H
    Henock K
    June 16, 2023

    Hi CADUser2023,

     

    Welcome to the Community. It's important to correctly upload your vendor bills to ensure that your books are up to date. Quickbooks Online is great program that gives you the ability to easily track your invoices and expenses. I'd be glad to provide you with information on the possibility of uploading vendor bills with classes.

     

    At this moment, the system only offers the option to manually add classes after manually uploading bills.

     

    If you'd like to include the option to manually upload bills with their classes, I recommend that you send us Feedback by clicking on the Gear icon at the top. This is sent to our Development Team to consider for future updates.

     

    Let me know if you have questions, I'll be happy to help.

     

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