Want a fast and easy way to import your bill transactions into QuickBooks Online? This application is on Intuit’s newest platform, the Intuit App Center. There is a free trial available here.
As long as your data is in an Excel or CSV file you can use Transaction Pro Importer for QuickBooks Online to upload these transactions to your QuickBooks Online company file. Your import file can contain columns in any order, have whatever headers you want and can have extra columns. We have provide a suggested template for you to review or start with to save you time. You can download this template here. If you use the template we provide then you won’t need to map any fields since Transaction Pro automatically maps fields with the same name.
Below is a table showing all the fields supported as well as the data format expected in your import file. To see the entire table change the number of rows in the show entries box.
|QuickBooks Field||QuickBooks Form - Field Description||Notes||Required Field||Type (D for Date, N for Number and T for Text)|
|RefNumber||Enter Bill - Check #||Y||T|
|Vendor||Vendor - Full Name||If this an existing vendor TPI will use the info on the vendor information screen to produce the check. If the vendor does not exist TPI will create the vendor with whatever info is in the import file.||Y||T|
|TxnDate||Enter Bill - Date||D|
|DueDate||Enter Bill - Due Date||D|
|SalesTerm||Enter Bill - Terms||T|
|AddressLine1||Vendor - Address Box||T
|AddressLine2||Vendor - Address Box||T
|AddressCity||Vendor - Address Box||T|
|AddressState||Vendor - Address Box||T|
|AddressPostal Code||Vendor - Address Box||T|
|Msg||Enter Bill - Memo||T|
|ExpenseAccount||Enter Bill - Itemize by Account - Account||ExpenseAccount and ExpenseAmount are both required if using accounts on your bills.||T|
|ExpenseAmount||Enter Bill - Itemize by Account - Amount||ExpenseAccount and ExpenseAmount are both required if using accounts on your bills.||N|
|ExpenseDescription||Enter Bill - Itemize by Account - Description||T|
|ExpenseClass||Enter Bill - Itemize by Account - Class||T|
|ExpenseBillableStatus||Enter Bill - Itemize by Account - Billable||Y for Yes, N for No.||T|
|ExpenseBillableEntity||Enter Bill - Itemize by Account - Client||Name must exist in QBO pre-import.||T|
|LineItem||Enter Bill - Itemize by Product/Service - Product/Service||LineItem and LineUnitPrice are both required if using items on your bills.||T
|LineDesc||Enter Bill - Itemize by Product/Service - Description||T|
|LineQty||Enter Bill - Itemize by Product/Service- Qty||N|
|LineUnitPrice||Enter Bill - Itemize by Product/Service - Rate||LineItem and LineUnitPrice are both required if using items on your bills.||N|
|LineAmount||Enter Bill - Itemize by Product/Service - Amount||N|
|LineClass||Enter Bill - Itemize by Product/Service - Class||T|
|LineBillableStatus||Enter Bill - Itemize by Product/Service - Billable||Y for Yes, N for No.||T|
|LineBillableEntity||Enter Bill - Itemize by Product/Service - Client||Name must exist in QBO pre-import.||T|
So if your company needs the ability to import bills into QuickBooks Online try the free trial today of Transaction Pro Importer: The fast and easy way to import your data into QuickBooks Online.