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kennedy442
October 20, 2023
Solved

How to Import Bills

  • October 20, 2023
  • 3 replies
  • 0 views

We would like to enter Bills into QB Online using the Import feature, but I can't figure out how to do that. 

 

We are using QB Online Plus.

This QB Online article (August, 2023) explains how, but the steps to follow to not match what I'm seeing on my end. 

https://quickbooks.intuit.com/learn-support/global/import-transactions/import-your-bills-in-quickbooks-online/01/1015015#M34

 

Specifically, the article suggests...

 

Step 2: Upload your CSV file

  1. Go to Settings ⚙️ and select Import data.
  2. Select Bills.

 

However, when I click Settings and select Import data, the only options are these [See attached screen grab]

  • Bank Data
  • Customers
  • Vendors
  • Chart of Accounts
  • Products and Services
  • Invoices

 

The QB Online article suggests I should see Bills as an option, but I don't.

What am I missing?

 

Thank you for anyone's guidance who can offer it.

 

Warm regards,

- Jonathan

Best answer by ShyMae

Thank you for providing a screenshot of your concern in the Community, @kennedy442.

 

The option to import bills is currently unavailable in QuickBooks Online (QBO) US. However, you can consider exploring third-party apps that offer this feature as an alternative solution.

 

Let me assist you with how to do it:

 

  1. Click Apps from the left panel.
  2. Go to the Find Apps tab.
  3. From the search bar, type in the keyword to look for an app.
  4. Once done, you can choose an app from the list of results.

 

Furthermore, you can upload your images of bills and receipts into the program. This way, QBO can extract information from them and create transactions for you to review. You can follow these steps:

 

  1. In your QBO Online account, go to Expenses.
  2. Select Bills.
  3. From the Add bill dropdown, select Upload from computer.
  4. Drag and drop files into the Upload or select the Upload button to choose files on your computer.

    I'll provide a screenshots for reference:


     

After uploading your bills in QBO, you can review and manage them. To learn more, check out this article: Enter and manage bills and bill payments.

 

I'm also adding this article if you wish to upload receipts for future tasks: Upload your receipts to QBO. 

 

Feel free to come back here anytime if you need further assistance with your bills. Keep safe, and have a great day! 

3 replies

S
ShyMaeAnswer
October 20, 2023

Thank you for providing a screenshot of your concern in the Community, @kennedy442.

 

The option to import bills is currently unavailable in QuickBooks Online (QBO) US. However, you can consider exploring third-party apps that offer this feature as an alternative solution.

 

Let me assist you with how to do it:

 

  1. Click Apps from the left panel.
  2. Go to the Find Apps tab.
  3. From the search bar, type in the keyword to look for an app.
  4. Once done, you can choose an app from the list of results.

 

Furthermore, you can upload your images of bills and receipts into the program. This way, QBO can extract information from them and create transactions for you to review. You can follow these steps:

 

  1. In your QBO Online account, go to Expenses.
  2. Select Bills.
  3. From the Add bill dropdown, select Upload from computer.
  4. Drag and drop files into the Upload or select the Upload button to choose files on your computer.

    I'll provide a screenshots for reference:


     

After uploading your bills in QBO, you can review and manage them. To learn more, check out this article: Enter and manage bills and bill payments.

 

I'm also adding this article if you wish to upload receipts for future tasks: Upload your receipts to QBO. 

 

Feel free to come back here anytime if you need further assistance with your bills. Keep safe, and have a great day! 

C
cps094
December 29, 2023

This is not an answer to the question.

    MJoy_D
    MJoy_D
    December 29, 2023

    Hello, @cps094.

     

    Can you tell me more about how can we help you today? This will enable me to offer you an exact solution to your concern.

     

    To add more details, simply click on the Reply button below.

     

    I eagerly await your response. Have a great day and stay safe!

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    October 21, 2023

    @kennedy442 

    Prepare your Bills data with the following template

    RefNumberAPAccountVendorPrintOnCheckNameTxnDateDueDateSalesTermLocationAddressLine1AddressLine2AddressLine3AddressLine4AddressCityAddressStateAddressPostalCodeAddressCountryPrivateNoteCurrencyExchangeRateExpenseAccountExpenseDescExpenseAmountExpenseBillableStatusExpenseBillableEntityExpenseClassLineItemLineDescLineQtyLineUnitPriceLineAmountLineBillableStatusLineBillableEntityLineClass
    101 Staples #########15/11/2020  100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use  Office SuppliesFor Anne25.1           
    101 Staples #########15/11/2020  100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use  TelephonePhone Cards50.25           
    101 Staples #########15/11/2020  100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use        MP3 PlayerBlue MP3 Player255    
    185 Green's Taxi Service ######### Net 30 1 Main Street   San DiegoCA12345    Transportation 125.13           

     

    then use an importer tool to proceed.

    https://get.transactionpro.com/qbo

     

    Another option, signup for a separate Melio account for free to integrate with QBO. You can ask your vendors/contractors to send their invoices to your email address directly. Melio will convert the attachment file and you just need to review it and schedule the payment.

    https://affiliates.meliopayments.com/quickbooks

     

    You can get $100 as cashback to pay the first bill.

    https://affiliates.meliopayments.com/cashback

     

    C
    Choose the type of data you wa
    July 3, 2024

    hi nice to meet you,

    Could you help me on how to import bills but from quickbook desktop.

     

    Thanks

    4
    4Gal
    July 3, 2024

    @Choose the type of data you wa 

    You can use IIF for free to import bills.

    https://quickbooks.intuit.com/learn-support/en-us/help-article/import-export-data-files/export-import-edit-iif-files/L56LT9Z0Q_US_en_US?uid=lvwieton

     

    Another option, you can prepare Bills data with the following format in Excel

    VendorTransaction DateRefNumberBill DueTermsMemoAddress Line1Address Line2Address Line3Address Line4Address CityAddress StateAddress PostalCodeAddress CountryVendor Acct NoExpenses AccountExpenses AmountExpenses MemoExpenses ClassExpenses CustomerExpenses BillableItems ItemItems QtyItems DescriptionItems CostItems ClassItems CustomerItems BillableUnit of MeasureAP AccountCurrencyExchange Rate
    Bell Telephone01/09/2020123#########Net 30Office TelephoneBell Telephone1 Main Street  NewtonNY12345USA Telephone1000Sales Line              
    Bell Telephone01/09/2020123#########Net 30Office TelephoneBell Telephone1 Main Street  NewtonNY12345USA Telephone500Service Line              
    Ajax Lumber01/09/2020400#########Net 30RepairsAjax Lumber200 Smith Street  AnytownNY11111USA Repairs750Front Door              
    Green Taxi Company01/09/2020500#########Net 30Taxi to AirportGreen Taxi Company1 North Street  AnytownNY11111USA       Part 11Part #120  N    
    Green Taxi Company01/09/2020500#########Net 30Taxi to AirportGreen Taxi Company1 North Street  AnytownNY11111USA Travel25VT Trip ABC CompanyY           

     

    then use use an importer tool to proceed. It's a $199 one time license and you can get $100 to purchase it via a partner.

    https://get.transactionpro.com/qbd

     

    S
    ShyMae
    July 3, 2024

    It was great meeting you, customer. I'll make sure you can successfully import your bills.

     

    You can export the Transaction List by Vendor in QuickBooks Desktop (QBDT) and customize it to display the bill only. However, please know that the option to import bills is currently unavailable in QBO US. Nonetheless, you can consider exploring third-party apps that offer this feature as an alternative solution.

     

    To export your bills from QBDT:

     

    1. Open your QuickBooks Desktop. Hover over the Reports menu.
    2. Choose the Vendors & Payables. Pick the Transaction List by Vendor.
    3. Click the Customize Report.
    4. Head to the Filters section and enter Transaction Type.
    5. In the Transaction Type dropdown, tick Bill.
    6. Press OK.
    7. To export the data, hit the Excel dropdown. Create New Worksheet.
    8. Hit Export.
       



    To import your bill in QBO, you can look for a third-party importer tool via the QuickBooks App Store or the Apps menu in your product:

     

    Let me assist you with how to do it:

     

    1. In your QBO account, click Apps from the left panel.
    2. Go to the Find Apps tab.
    3. From the search bar, type in the keyword to look for an app.
    4. Once done, you can choose an importer tool.
       


    After importing your bills in QBO, you can review and manage them. To learn more, check out this article: Enter and manage bills and bill payments.

     

    If you have any other questions or need further assistance importing transactions, tap the reply button below. I'm dedicated to helping you with any concerns you may have. Take care!

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