How to Import Vendor Bills into QuickBooks Online?

by James Antonio

When you purchase any product or services from the vendors, they give you an invoice known as a Vendor bill. It is considered as the company expense. You can easily import vendor bills into QuickBooks online. Simple procedure available to import, export, or delete a list of vendor bills in QuickBooks. You only need to discover the accurate and correct method to this without any error. Through the below article, you will learn how to import Vendor bills into QuickBooks Online.

What is Importing Bills is all about? Why and When you need it in QuickBooks?

Vendor bills are beneficial for efficient group financing, cash management tools, running weekly bulk payments, better liquidity planning and cash outflow, and more. The vendor bills window permits you to fill accounts payable when vendors provide you products and services. Sometime the scenario may take place when you need instantly existing bills for review or analyzing operations. At that time, manual uploading bills one by one seems a complex task. In this situation, the Import feature is the time savior! QuickBooks online provide convenient methods to import vendor bills from Microsoft Excel. Let’s explore it.

How to Import Vendor Bills into QuickBooks Online?

You can easily import the purchase bills from Vender in batches to QuickBooks. Before proceeding with the import processes, walkthrough below points:

  • Vendor bills can be imported with a total value associated with each bill or multiple line items
  • Supports multi-currency
  • The GST codes are automatically mapped; you doesn’t require modifying the GST codes to QuickBooks Online GST code formats for importing
  • You can’t import more than 100 bills simultaneously

Steps to Import Vendor Bills in QuickBooks Online:

Step 1 – CSV File Preparation:

Before importing vendor bills, you require preparing CSV or Excel file correctly. Here are the mandatory columns:

  • Bill Date
  • Due Date
  • Line Amount
  • Account
  • Bill no
  • Line Tax code
  • Supplier

You can easily map the column heading of the fields to QuickBooks bill fields while importing the flow. If your CSV file comprises new suppliers and accounts, you must add or import accounts, new suppliers, and customers before uploading the file.

Step 2 – CSV File Uploading:

Here are the instructions:

  • First of all, click on the Setting tab
  • Choose Import Data
  • Hit Bills
  • Check what’s needed to import bills.
  • Once you are done with entering all the mandatory fields, click on the Browse button.
  • Choose .csv file
  • Click on Open
  • After this, hit the Next button

Things to note:

  • It doesn’t matter you are only importing a single component of the vendor; you need to outline the line amount field
  • In case your CSV file comprises new suppliers and amounts, you must import or embed accounts, new suppliers, and customers before file uploading.

Step 3 – Column Heading Mapping:

  • Click on the date format you are using
  • Choose your GST button (if available); like inclusive or Exclusive
  • At last, locate the final mapping window; start mapping your tax codes to those of the fields available in QuickBooks Online
  • Choose Next button
  • In case if any mapping issues encounter, they will appear on the screen; you can go back page and start fixing it.

Step 4 – Proceed with the Import Process and Verify Results:

  • You will view your import summary
  • Choose Start import
  • It will start the import process
  • Wait for some time till the import process completes; the summary of import will appear on the screen.
  • If any vendor bills fail to import, you can give a click to view the reason behind it
  • Once you are done with this, hit the Done button
  • It will display a final completion summary
  • Give a click on OK to close the window

What are the Limitations you need to know before Importing Vendor Bills in QuickBooks online?

  • Check out the GST; it must be turned on in QuickBooks online to proceed with importing transaction with GST details
  • The GST amounts and codes are not needed if the GST is not applicable in QuickBooks online
  • If the QuickBooks online support GST, then you need to enter GST amounts and codes in it
  • If QuickBooks does not detect any specified GST amount, it performs all the calculations with the GST code
  • In case a GST amount is there, then the QuickBooks will override the calculated amount for any applicable rounding differences
  • To store bill numbering in the CSV file make sure that custom transaction number is enabled. Here are the steps to turn on Custom transaction numbers:
  • Click on Settings
  • Choose Company settings
  • Hit Sales
  • Now click on the content section of the Sales form
  • Find and click on the Edit icon and start switching custom transaction number from off to on
  • Hit on save button
  • Click Done

That’s all about how to import vendor bills in QuickBooks online! Hopefully, the above information is helpful. To save more time, you can run Dancing Numbers tool to proceed with the import, export, or delete process in QuickBooks. This tool is compatible with every version of QuickBooks. The plus point is you can easily import the list of vendor bills in bulk with fewer clicks. Use the smart tricks and intelligent utility to reduce the account complexity and saving more time! Stay tuned here to get better import tips and tricks helpful in accounting software.


How can I Turn on the Import Bill Feature in QuickBooks online?

• Click on the Gear icon
• Select QuickBooks labs
• Find the right corner of the import bills hit On
• Click on Done at the right corner of the window
• Choose the Gear icon below tools, click on import data
• After this hit, import bills

What can I Import into QuickBooks Online?

• Bills with multiple line items
• Vendor bills with a total value
• Import up to 100 bills in the batch

How can I retain the Vendor Bill Numbering in the CSV file when Importing Bills in QuickBooks online?

For this, you need to enable custom transaction numbers. Here are the steps:

• Click on Settings
• Choose Company Settings
• Hit Sales
• Discover the sales form
• Click on the content button
• Choose the Edit icon and turn on the Custom transaction number
• After this, click on Save and then done

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

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Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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