If you are looking for a fast and easy way to import bills into QuickBooks Online, if you haven’t already, take a free trial of our Transaction Pro Importer App.
Tips and Tricks when creating your Import file and Transaction Pro Importer mapping:
- Each line of the same bill should have the same value on every line and map that column to the QuickBooks field, RefNumber, on the Transaction Pro Importer mapping screen.
- The App support both account numbers and account names. However, only include either the lowest sub-account number or the entire account name in your import file and not both.
- Fields will become required if you decide to use either products or services on the Item Tab (map to the QuickBooks fields LineItem and LineAmount) or if you use Expense Accounts on the Accounts Tab (ExpenseAccount and ExpenseAmount).
Below is a screen shot showing all the fields available for import on a bills in Transaction Pro Importer. You can also find a direct link to this field description document here.
Below is a screen shot of a bill screen from QuickBooks Online with all the Transaction Pro Importer field names noted.
Any questions or comments on how to import bills into QuickBooks Online feel free to post them below.