Skip to main content
D
dp1424
January 13, 2025
Question

Applying bills sync'd from bill.com to purchase orders in QBO

  • January 13, 2025
  • 1 reply
  • 0 views

I use Quickbooks Online Essentials which is sync'ed with bill.com.  I created Purchase Orders in QBO to track liabilities to subcontractor/vendors. I've gone through Help section and tutorials on purchase orders and reached out to Help chat but none address how to apply to bills sync'ed from another service. With PO open and using the Copy to Bill feature creates a duplicate bill. Can anyone with experience provide more guidance please?

1 reply

RazzieE
RazzieE
January 13, 2025

I appreciate the effort you've put into this, @dp1424.

 

You can link your bills from Bill.com to your Purchase Orders (POs) in your QuickBooks Online by going to the bill section and clicking Add to Bill. I'd be glad to guide on how.

 

Clicking the Copy to Bill will create a new bill different from what you've imported. Since you have synced the bills from bill.com, we'll only have to link the imported bills to the existing PO. In case you've saved the duplicate bills when you've clicked on Copy to Bill, let's delete them first to avoid duplication.

 

Here’s how to delete a duplicate bill:

 

1. Go to the Expense menu, then Vendors.
 

2. Choose the vendor.

3. Navigate the duplicate bill.

4. Open the bill, then select More, then click Delete and choose Delete Transaction.


To link your bill to a Purchase Order:

 

5. Open the bill you want to link to a PO and check the box in the upper portion.

Note: Ensure that if your bill already includes item details with the same amounts in your PO item details, you delete these to prevent duplicating the amounts when linking the PO.

 

6. Click Add. This action will link the bill to your purchase order.

 

These steps will link your synced bills from bills.com to your Purchase Order in your QuickBooks Online. 

 

You can visit this article to learn how to track and manage your bills: Enter and manage bills and bill payments in QuickBooks Online.

 

If you have any additional questions about your bills in QuickBooks Online, feel free to reach out to the Community. We are one circle away. 

D
dp1424Author
January 13, 2025

I appreciate your detailed response! Am I correct in understanding then I won't be using the bills imported from bill.com?

A
Anonymous
January 13, 2025

You're understanding is correct, dp1424. There's no need to import your bills from the third-party app. Let me explain why.

 

If you have an existing purchase order transaction in QuickBooks Online (QBO), you can convert it into a bill by selecting Copy to Bill. This eliminates the need to import bill entries from your third-party app.

 

Moreover, you can visit this article to learn more about how to add an accepted purchase order to a transaction for your vendor: Add purchase orders to expenses, bills, or checks in QuickBooks Online.

 

After paying the vendor, you can record the bill payments in QuickBooks to track your business expenses.

 

Lastly, did you know that we provide a complimentary session with our QuickBooks Live Expert Assisted service? Our specialists are adept at simplifying financial management and providing personalized guidance to address the specific needs of your business. Take the first step toward a brighter financial future with just one click.

 

I'll be right here to help you with your bills. Feel free to tag me in the comments below, and I'll make sure to get back to you.

Terms & ConditionsAccessibility statement