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September 23, 2023
Question

How can we import bills with class?

  • September 23, 2023
  • 2 replies
  • 0 views
how can we import bills with class?

2 replies

Fiat Lux - ASIA
September 23, 2023

Prepare your Bills 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 use an importer tool to proceed

https://get.transactionpro.com/qbo

 

September 25, 2023

Hi info-armi-la,

 

Welcome to Community!  QuickBooks Online is a powerful program with the features you need to import your data seamlessly.  However, there currently isn't an option to include classes, when importing bills.

 

If you would like to see this available in future updates, please don't hesitate to submit a suggestion to our Development Team.  Customer recommendations are greatly appreciated in helping to improve your overall customer experience, with QuickBooks Online.

 

Please feel free to reach back out with other questions.  We'd be happy to help!