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A
areel
September 13, 2023
Question

Bills > Add Bill > Upload from computer is creating an expense not a bill

  • September 13, 2023
  • 1 reply
  • 0 views

I am a Company admin (role) in Quickbooks online. When I go to Expenses > Bills > Add Bill > Upload from computer, it creates a Bill as it should. When another user who has the Standard all access role follows the same steps, an Expense is created. Why is this? Can a standard user (like an A/P clerk) not use this feature? Seems absolutely ridiculous. Does anyone have any ideas?

1 reply

Nicole_N
Nicole_N
September 13, 2023

Hi there, @areel. I appreciate the detailed information you shared here in the Community forum.  Let me help you ensure that the other user can create a bill in QuickBooks Online (QBO).

 

It appears there might be a slight misunderstanding. The option you are referring to seems to be related to "Create Bill" rather than "Upload from Computer."

 

In QuickBooks Online, the "Upload from Computer" feature allows you to directly upload a bill from your computer into your account, which can be a convenient way to manage your financial documents. Once uploaded, the bill will appear on the For review tab. When you click on Review, it shows a bill in both company and standard all access roles.

 

 

On the other hand, "Create Bill" is used to manually enter bill details into QuickBooks.

 

If this is what you're referring to, I've replicated the steps using the Standard all access role on my end and I was able to create a bill, not an expense. Please know that this role can access everything for customers and sales as well as vendors and purchases which includes creating bills.

 

In the user's case, make sure to follow the correct steps to avoid mistakes. Go to Bills > Add Bill > Create Bill. Another way to do it is to click on +New, then Bill under the vendors section.

 

If the user selects the right steps but the same thing happens, it might be a browser-related issue. To rectify this, let the user access the QBO account using a private or incognito window or use other supported web engines. You can use these keyboard shortcut keys to access an incognito:
 

  • Mozilla Firefox: CTRL + Shift + P
  • Google Chrome: CTRL + Shift + N
  • Safari: Command + Shift + N
  • Microsoft Edge: CTRL + Shift + N

 

If creating a bill works using a private window, let the user go back to their regular browser and clear the cache to fix unexpected behavior in the product. If the same thing happens, it might be helpful to review your settings or permissions to ensure everything is configured correctly.

 

Furthermore, I've added this article to learn about the different options for user roles and access permissions: User roles and access rights in QuickBooks Online.


Please feel free to provide additional details if you have any specific concerns or would like further assistance in resolving this matter. I'll be more than happy to assist you further.

A
areelAuthor
September 13, 2023

Did you happen to test as a Company admin? I just used the "Upload a bill from your computer" option and it created a bill. See attached. I would like my Standard all access user to be able to do the same. But she can't, instead, it creates an expense.

 

 

 

 

 

 

 

 

 

JenoP
JenoP
September 14, 2023

I appreciate the additional clarification and details in your response, areel.

 

I've logged in both as a Standard user and an Admin user, and I've successfully used the same feature. Additionally, I can also confirm that bills were uploaded even when I was doing it as a Standard user.

 

I've also gone through the previous replies, and it appears that all applicable steps to address the problem have been shared in the thread.

 

Given this situation, I recommend reaching out to our chat and support teams to address this issue. They can investigate further and ensure that Standard users can indeed upload bills, not just expenses.

 

Here's how to reach out to them: 

 

  1. Go to the Help menu in the upper-right-hand corner to open the QB Assistant window.
  2. Type in "talk to a human", then press Enter.
  3. Click Contact Support Team, then provide a short description of your concern.
  4. Press Enter once again.
  5. Select No, I still need help, then choose Contact Support Team.
  6. Look for the Chat option and click on it.

 

Just in case you need more bill-related resources, I'll share these articles as well: 

 

 

Feel free to join us back in the Community and post more questions if you need anything else. We're always to guide and assist you all the time. 

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