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A
AHiebert
May 21, 2024
Question

Is it possible to upload into QB desktop vendor payment files.

  • May 21, 2024
  • 2 replies
  • 0 views

I am looking for a way to upload vendor payment files to QB desktop pro. I see this might be a possibility with QB enterprise or through third party software. 

 

Does anyone have experience with this?

2 replies

T
Trish_T
May 21, 2024

Hello AHiebert,

 

Welcome to Community!  Importing your data to QuickBooks Desktop can be accomplished seamlessly.  I'll be glad to provide some insight here!

 

QuickBooks enables you to upload your items in one batch, to save valuable time.  There are several ways to import your data.  Click here to learn more about each process and the transaction types that can be imported.  In addition, you can review third party apps, for the best fit for your business needs.

 

If you have any other questions feel free to reach back out.  We're here to help!

    4
    4Gal
    May 22, 2024

    @AHiebert 

    You can prepare the Bill Payment data with the following template

    PayeeTransaction DateApply to Bill RefNumberPayment methodBank AccountCredit Card AccountRefNumberAmountMemoDiscount AmountDiscount AccountDiscount ClassTo Be PrintedExchange Rate
    Bell Telephone01/10/2020123CheckChecking 1011500    Y 
    Ajax Lumber01/10/2020400CheckChecking 1021500    Y 
    Parts R Us01/10/20201200  QuickBooks Credit CardCC185    N 

     

    then use an importer tool to proceed, It's a $199 one time license.

    https://get.transactionpro.com/qbd

     

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