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acsaban
June 7, 2020
Question

Can we no longer import bills into QuckBooks Online?

  • June 7, 2020
  • 1 reply
  • 0 views

I tried to use a sync function to get time records into QuickBooks--that works fine, but only to BILL customers, not to record the expense to pay the contractors--and we need to know what our future cash outflows are going. So I abandoned that.

Then I created an import file based because previously, at least in QuickBooks desktop, I could import bills. However, I don't seem to be able to do that with QuickBooks online. Everything I've googled shows importing bills, but the menu doesn't appear for me, and I can't find any options where it might be turned off.

Processing the contractor invoices is time consuming, and waiting on the information means our QB file is never really current and can't be relied upon to forecast cashflows. Is it possible to turn this on? Or is something else turned on that might turn this off?

1 reply

katherinejoyceO
katherinejoyceO
June 7, 2020

Hello there, @acsaban.

 

Thanks for visiting the Community today. At the moment, contractors/vendors' bills and transactions can be imported using the Chart of Accounts or Bank Data options. 

 

First off, you'll have to create an Excel CSV file as this is the only file accepted in QB Online. Once ready, import them by following these easy steps:

 

  1. Go to the Settings menu (gear icon), then select Import Data under Tools. 
  2. Choose Bank Data or Chart of Accounts depending on where you'd like to put the bills. 
  3. Select Browse and choose the .CSV file, then click Open, then Next.
  4. Choose the account from the QuickBooks Account drop-down, then select Next. You can also click +Add new to create an account to your Chart of Accounts. 
  5. Follow the on-screen instructions to finish the import. 

 

For future reference, you can utilize our readily useful resources in the QuickBooks Online Articles hub. It contains links with some easy steps that can guide you with all your business income and expenses tasks. 

 

Let me know if you have additional questions. We're always delighted to assist you more. 

A
acsabanAuthor
June 7, 2020

I appreciate the reply, but I had already tried those.

 

Chart of accounts is only importing actual GL accounts, not bills to be paid. The mapping section is only mapping names and descriptions not things like invoice # and amount.

 

Bank is importing bank data--and I'm trying to import bills that have NOT been paid, so they aren't associated with any bank.

 

Rejeil_O
Rejeil_O
June 7, 2020

Welcome to Community @acsaban,

 

Allow me to step in for a moment and help share some insights about importing bills into QuickBooks Online. This feature is currently available in Canada and the UK versions. If you’re using QuickBooks Online US version, there’s not a direct way of importing bills into QuickBooks.

 

However, you can search for a third-party app that can help you import your bills. Let me assist you on how to search for a third-party app in QuickBooks Online. You can search internally within QuickBooks Online account for third-party apps. You can follow these steps:

 

Here's how:

  1. Login as Master Admin or Company Admin in your QuickBooks Online.
  2. From the left panel, select the Apps tab.
  3. Search for an app that can fit your needs.

 

Also, you can search for a third-party app externally that works with QuickBooks. You can visit this link: QuickBooks App Center

 

Fill me in if you need more help by leaving a comment below. I'll be around in the Community to help. Take care and have a great day!

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