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Import Bills into QuickBooks Online

Yous can import billsfrom text files or Excel spreadsheets straight into QuickBooks Online using SaasAnt Transactions (Online) software.

Pre Requisites:

Connect your QuickBooks Online  a ccount to SaasAnt Transactions (Online) App from QuickBooks AppStore  by clicking the "Go App Now" button and go the xxx days free trial [No credit card required].

Steps to Import Bills into QuickBooks Online

To import bulk/batch bills into QuickBooks Online using the SaasAnt Transactions (Online) awarding, follow the steps below

Click on the "Upload File" Menu and upload your file.

Step ane: Select your file and spreadsheet which has the bills that you lot want to import.

Pace 2: Select the QuickBooks entity equally Bills.

Step 3: Ready the mapping of the columns in your bills import file to the respective fields in QuickBooks (Refer below Section).

Pace four: Click Import and your bills will be directly added to your QuickBooks company.

The important step in the import is to map your file headers to the QuickBooks field in Step 3 of the import. Some cardinal steps beneath:

• You need to map your file headers to "SaasAnt  Transactions (Online)" fields. This mapping volition enable u.s.a. to import your transactions properly in to QuickBooks company.
• In the mapping screen, we have the "Preview Mapping" button which can help y'all to visualize your current mappings as per the QuickBooks screen with your file headers.
• Delight refer basics of field mappings for more than info. If you have any confusion or doubts, feel free to drop an email to support@saasant.com.

SaasAnt Transactions (Online) Fields

Field Name	Format	Description
Neb No	21 Characters	Reference number for the transaction.
Vendor	Characters	Proper name of the vendor for this transaction.
Bill Date	Date	The date entered by the user when this transaction occurred.
Due Date	Appointment	Date when the payment of the transaction is due.
Terms	4000 Characters	Reference to the terms for the Bill.
Mailing Accost Line 1	500 Characters	The outset line of the address.
Mailing Address Line 2	500 Characters	The second line of the address.
Mailing Address Line iii	500 Characters	The tertiary line of the address.
Mailing Address Urban center	255 Characters	Metropolis name.
Mailing Address Postal Code	31 Characters	Postal code (aught code for USA and Canada).
Mailing Address Land	255 Characters	Country name.
Mailing Address State	255 Characters	The region within a country.
Memo	4000 Characters	The Note nigh the Bill Transaction.
Category  Business relationship	Characters	Reference to the Expense Account Name associated with the billing.
Category  Clarification	4000 Characters	Complimentary class text clarification of the Expense.
Category  Line Amount	Decimal	The amount of the line particular.
Category  Billable Status	Boolean	The billable status of the expense. TRUEif Billable, FALSEif Not Billable.
Category  Markup Per centum	Decimal	The Markup value in Percentage for the expense.
Category  Customer	Characters	Reference to the Customer associated with the expense.
Category  Class	Characters	Reference to the Class for the Expense.
Category  Taxable	Boolean	Apply the revenue enhancement if it is TRUE.
Line Particular or Product/Service	Characters	Reference to the Item.
Line Particular Clarification or Product/Service	4000 Characters	Description of the Item. It will exist populated from the Item description entered in QuickBooks Online.
Line Item Quantity or Product/Service Quantity	Decimal	The quantity of the Item.
Line Particular Rate or Product/Service Charge per unit	Decimal	The unit of measurement price of the Detail.
Line Item Corporeality or Product/Service Amount	Decimal	The Total Amount of the Item. Not required if the Line Item Quantity & Line Detail Rate are present.
Product/Service Expense Account	Characters	Expense Business relationship Proper noun or Number used in automatic product creation.
Line Item Billable Condition or Product/Service Billable Status	Boolean	The billable condition of the Detail. Trueif Billable, FauxIf Not Billable.
Line Item Taxable or Production/Service Taxable	Boolean	Apply the tax if information technology is TRUE.
Line Detail Markup Percent or Product/Service Markup Per centum	Decimal	The Markup value in Percentage for the Detail.
Line Item Customer or Billable Customer:Product/Service	Characters	The Customer name for the Item.
Line Item Class or Production/Service Class	Characters	The Class proper name for the Item.
Location	Characters	The location of the transaction.
Currency Code	Characters	The Currency Code for this transaction.
Exchange Charge per unit	Decimal	The Substitution Rate of the given currency confronting the dwelling currency.

Possible Failures & Troubleshooting Tips

The currency of the transaction is invalid for customer/vendor/account

The given Currency is different than the default currency of the vendor. Delight refer to the Vendor'due south Currency in QuickBooks & update the aforementioned currency in Currency Field.

It is possible that the Multi-Currency characteristic in QuickBooks could be disabled. Delight enable the feature.

Required parameter(southward) missing:Line

Delight provide at least 1 Item Line details or Expense Business relationship Line Details to procedure.

Transaction corporeality (Sum of line amounts) must be 0 or greater

Please provide the valid (Non Negative) amounts in Line Item Amount and Expense Amount.

No matching Production/Service found (or) could be created for the provided details

Please provide valid proper noun in Production Field. Y'all might have disabled the "Auto Create List Entities" Feature in Import Settings. Past enabling this characteristic, QuickBooks will automatically create the product for the transaction.

Duplicate Document Number Fault: You must specify a different number. This number has already been used.

At that place is another Expense has the aforementioned reference number. Please use some other reference number.

Yous take disabled "Assign Transaction Numbers from file" in Import Settings. By enabling this feature, QuickBooks will automatically assign numbers for the transaction.

No matching reference found for this business relationship

Please provide a valid Expense account name in the "Account" field.

Invalid account type: Y'all demand to select a different type of account for this transaction.

Please provide a valid Expense account proper noun in the "Account" field.

The corporeality is missing in the request.

The Line Particular amount is missing for the particular line detail.

Required parameter Line Amount is missing in the request.

The Line Item amount is missing for the particular line item.

Please cheque in QuickBooks company settings if the appropriate preferences are enabled for the successful upload of the electric current data set. E.thousand: Shipping, Multi-Currency, etc.

If you accept provided a Aircraft Address or Currency, so please brand sure yous have enabled the "Shipping & Multi-Currency" feature in QuickBooks Online.

The requested entity/feature (Billable Expense) is not supported by QuickBooks per your subscription.

Billable Client or Expense feature is not available for your QuickBooks Online Subscription. Please remove the values in Billable Fields (Expense Billable, Line Item Billable)

No matching reference found for this customer.

There is no match found for the given Client Proper name.

Please enable the "Automobile Creation of List Entities (Vendor, Customer)" feature in import settings to create the customer automatically.

No matching vendor plant (or) could be created for the provided details.

There is no match found for the given Vendor Name.

Please enable the "Auto Creation of List Entities (Vendor, Client)" characteristic in import settings to create the customer automatically.

If the currency field has some value, Please enable Multi-Currency characteristic in QuickBooks .

Business organisation Validation Error: At that place is no account associated with the item "XXXXX". Is it marked for buy, and has an account associated with it?

Delight assign the Expense Account for Production / Service "XXXXX" in your QuickBooks Online.

Business concern Validation Error: Y'all must select a client for each split line that is billable.

Please enable the below features in your QuickBooks Online.

• Track expenses and items by customer
• Make expenses and items billable

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Source: https://support.saasant.com/support/solutions/articles/14000053136-how-to-import-bills-into-quickbooks-online-u-s-

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