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zhanna1099
January 26, 2021
Solved

Import vendors invoices (expenses) from CSV file

  • January 26, 2021
  • 1 reply
  • 0 views

Hello,

 

We have good updates in Quickbooks Online- the possibility to import CSV file with sale (customer invoices).

Is it possible to create such possibility for vendors invoices (expenses)?

Best answer by LauraAB

Hello zhanna1099,

 

Thanks for taking a moment to share what you'd like to see in QuickBooks Online. I know being able to import your transactions from elsewhere keeps things simple so you don't have to re-enter everything one-by-one. I'd be happy to go over the existing options for importing with QuickBooks Online.

 

As you've mentioned, QuickBooks Online gives you the opportunity to import customer invoices. The counterpart to that would be to have the option to import supplier bills, which is a feature available for QuickBooks Online Essentials and Plus. Those two versions of the software handle working with bills for your suppliers, so if you have the EasyStart plan, you may not see this option and can consider upgrading to see this feature. Here's our article about importing bills: Import your bills in QuickBooks Online

 

I know bill and expense transactions are slightly different, and if you're looking to import expenses specifically, there isn't a built-in feature for that just yet. Not sure the difference between bills and expenses? That's okay. I know they can be tricky. I recommend reviewing this article: What is the difference between bills, cheques, and expenses?

 

Apart from the built-in features, QuickBooks Online also connects with a number of partner applications via the Apps tab. You can use keywords to find a variety of apps that may do just what you're looking for, so feel free to head on over to that section of QuickBooks Online and browse around.

 

For a comprehensive look at the current importing options, I recommend this article: Common questions about importing data to QuickBooks Online

 

To request importing expenses as a feature for the program, you can use the feedback option outlined here: How do I submit feedback? The comments left here are reviewed by the product development team for consideration in future updates. We love hearing from customers to know how to best enhance QuickBooks to meet bookkeeping needs.

 

I hope this helps!

1 reply

L
LauraABAnswer
January 26, 2021

Hello zhanna1099,

 

Thanks for taking a moment to share what you'd like to see in QuickBooks Online. I know being able to import your transactions from elsewhere keeps things simple so you don't have to re-enter everything one-by-one. I'd be happy to go over the existing options for importing with QuickBooks Online.

 

As you've mentioned, QuickBooks Online gives you the opportunity to import customer invoices. The counterpart to that would be to have the option to import supplier bills, which is a feature available for QuickBooks Online Essentials and Plus. Those two versions of the software handle working with bills for your suppliers, so if you have the EasyStart plan, you may not see this option and can consider upgrading to see this feature. Here's our article about importing bills: Import your bills in QuickBooks Online

 

I know bill and expense transactions are slightly different, and if you're looking to import expenses specifically, there isn't a built-in feature for that just yet. Not sure the difference between bills and expenses? That's okay. I know they can be tricky. I recommend reviewing this article: What is the difference between bills, cheques, and expenses?

 

Apart from the built-in features, QuickBooks Online also connects with a number of partner applications via the Apps tab. You can use keywords to find a variety of apps that may do just what you're looking for, so feel free to head on over to that section of QuickBooks Online and browse around.

 

For a comprehensive look at the current importing options, I recommend this article: Common questions about importing data to QuickBooks Online

 

To request importing expenses as a feature for the program, you can use the feedback option outlined here: How do I submit feedback? The comments left here are reviewed by the product development team for consideration in future updates. We love hearing from customers to know how to best enhance QuickBooks to meet bookkeeping needs.

 

I hope this helps!

Z
zhanna1099Author
January 26, 2021

Hi, thank you for your quick reply. I have QB Online Essentials Plan, not EasyStart Plan, so it seems that I could be able to import vendors bills. 

When I tried to do it using your 'manual' https://quickbooks.intuit.com/learn-support/en-ca/import-transactions/import-your-bills/01/261324, I can't see p.3 'Bills'. Could you please advise why?

L
LauraAB
January 26, 2021

Thanks for including the screenshot. I can definitely see what you mean about the Bills option not being available to you. From the screenshot you've given, I'm thinking you may be using an edition of QuickBooks Online other than the Canadian version. In your screenshot, one of the terms used is Vendors, but in QuickBooks Online Canada, we use the term Suppliers.

 

I also see that you've posted a similar question to the QuickBooks US Community. If you are using the US version of the software, I recommend working with that team to determine if this option is available for you. While similar, QuickBooks Online doesn't have the same features across each regional edition, so it could simply be that this option isn't available in your version of QuickBooks.

 

Knowing which section of the community you're posting and working in is as simple as looking at the flag at the top of the screen. Right now, you and I are speaking on a thread in the QuickBooks Canada Community and the Canadian flag should be the one you're seeing at the top of the page. To switch to the US Community, you can simply click the flag, then choose the US option.

 

If you do happen to be using the Canadian edition of QuickBooks Online, I recommend connecting with our support team outside of this community forum. That will give us the opportunity to securely gather your account details to review it from our end and find out what's going on. There are a few ways to reach out, so choose whichever works best for you.

 

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.

Social Media: Facebook, Twitter, and Instagram.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

Keep in mind, those options are for the QuickBooks Canada team. If you'd like to reach out to the QuickBooks US team, follow the options outlined in this article: QuickBooks Online Support US

 

Wishing you the best!

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