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February 1, 2024
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import multiple bills using csv or excel

  • February 1, 2024
  • 1 reply
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is there a way to import multiple bills into quickbooks using excel/csv files?

Best answer by 4Gal

Prepare your Bills data with the following template

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 an importer tool to proceed. It's $199 one time license.

https://get.transactionpro.com/qbd

 

1 reply

4GalAnswer
February 1, 2024

Prepare your Bills data with the following template

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 an importer tool to proceed. It's $199 one time license.

https://get.transactionpro.com/qbd

 

vkerb20Author
February 1, 2024

Thank you! Will look into the service further.