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November 14, 2019
Question

How do i import bills i have taken a picture of to my expenses

  • November 14, 2019
  • 1 reply
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1 reply

November 14, 2019

Hi there,

 

Welcome to the Community. I'd be happy to assist you with importing your bills into QBO. 

 

QuickBooks makes it easy to import bills using a CSV file and I'll show you can do that: 

 

  1. Go to Settings ⚙️.
  2. Select Import Data.
  3. Select Bills.
  4. Review what's required to import bills. There is also an example data file available.
  5. Once you have all the mandatory fields, select Browse , then select your .csv file.
    • Note: You are required to populate the Line Account field even if you are only importing bill totals.
  6. Next, you have the option to auto-create any new suppliers that are not in QuickBooks Online. If you would like to auto-create suppliers, check the checkbox and select Next.

User-added image

 

Note: Mandatory fields are marked as *.

  1. Select the date format you have used, ex. D/M/YYYY.
  2. Select your tax option (if applicable); Exclusive or Inclusive (option not available if VAT is not set up in QuickBooks).

User-added image

 

On the final mapping page, map your tax codes to those of QuickBooks, then select Next. Any mapping issues will be highlighted so you can go back and resolve them.

 

Give these steps a try and let me know how you make out. I'll be on standby in case you need further assistance.