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R
rickysommerfeld-
September 21, 2022
Question

A new vendor (not in my vendors list) sends me an invoice. The vendor uses quickbooks. Is there a way I can import both the supplier info and invoice to my QB?

  • September 21, 2022
  • 1 reply
  • 0 views
I want to be able to import details from a new supplier who also uses Quickbooks. If they send me an invoice, it seems quite redundant that I need to manually enter all their info as a new supplier, manually create a bill, and then manually upload the PDF invoice. If we both use QB online, surely there is a way to just add them into my system?

1 reply

T
Trish_T
September 21, 2022

Hi rickysommerfeld-,

 

Welcome to Community!  QuickBooks Online provides the option to import information as one batch, so you can complete your tasks faster.  I'll be happy to provide more information so you're on the right track with your QuickBooks goals!

 

Although you can import data to your QuickBooks Online account as a batch, it involves creating and mapping the file in preparation for importing it into your books, as noted in this helpful guide.  However, you can add a new supplier in just a few steps.  Here's how;

 

1. Open Expenses from the left menu and then Suppliers

2. Click on New Supplier

3. Complete the required fields and hit Save.

For your reference, here's how to enter and record bill payments in QuickBooks Online.

 

If you have any other questions, please don't hesitate to reach back out.  We'd be glad to assist!

 

 

 

 

 

 

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