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May 7, 2025
Question

Import supplier bill data into QB online

  • May 7, 2025
  • 2 replies
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Hi - Can anyone confirm if the supplier bill import can include not only the nominal GL code but can also include or be mapped to import the location and class data that we use for further analysis - by having this data added to the compiled import file ? Thanks 

2 replies

May 7, 2025

The Location column is already included in the template for bill imports, fbevan. However, class data will need to be added manually post-import.

 

Here are the steps to add the class:

 

  1. Go to Expenses and select Bills.
  2. In the ACTION column, click the dropdown and choose View/edit bill.
  3. Select the class in the Class column.
  4. Click Save and close.
  5. Repeat this to all bills that have class data.

 

As for the Location, you can download this sample file as a reference: Sample Bill Import.

 

 

Please refer to this article for guidance on the process: Import your bills in QuickBooks Online. And ensure your class tracking feature is enabled.

 

You can run vendor reports to get an overview of your accounts payable transactions.

 

If you have further questions about importing your supplier bills or any other issues, please return to this thread. We're here to assist you promptly.

May 8, 2025

@fbevan 

You can use an importer tool to import data with Class.

https://get.transactionpro.com/qbo