You can import Bill Payments from text files or Excel spreadsheets directly into QuickBooks Online using Excel Transactions software. 

Connect your QuickBooks Online to Excel Transactions App from QBO AppStore by clicking the "Get App Now" button

You can get the free trial of the product in the QBO AppStore. 


Basic Import Steps


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

  1. Select your file and spreadsheet which has the Bill Payments that you want to import
  2. Select the QBO entity as Bill Payments
  3. Set up the mapping of the columns in your Bill Payments  import file to the corresponding fields in QuickBooks (Refer below Section)
  4. Click Import and your Bill Payments  will be directly added to your QuickBooks company




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

  • You need to map your file headers to "Excel Transactions" fields.This mapping will enable us to import your transactions properly in to QuickBooks company.
  • In the mapping screen, we have the "Preview Mapping" button which can help you to visualize your current mappings as per the QBO screen with your file headers.
  • Please refer basics of field mappings for more info. If you have any confusion or doubts, feel free to drop an email to support@saasant.com.



Excel Transactions Fields


Field Name Format Description
Ref No
21 Characters
Reference number for the transaction.
Vendor
Characters
Name of the vendor for this transaction.
Payment Date
Date
The date entered by the user when this transaction occurred.
Bank or CC Account
Characters
Name of the bank account / Credit card Account.
Memo
Characters
Note about the bill payment.
Bill No
Characters
The reference number of the bill being paid.
Amount
Decimal
The total Amount of the Bill Payment.
Currency Code
Characters
The currency code for this Bill Payment.
Exchange Rate
Decimal
The exchange rate of the given currency against the home currency.
Print Status

Boolean 
The Print Status of the Bill Payment.
TRUE , FALSE
T,F
Y,N


FAQ's


Most of us would have some questions while moving data to your QuickBooks Online. Some of them for your reference below:

  •  Will your application support Multi Line Transactions?

Yes. It will. More Info...

  • I made some mistakes in the mapping. Your application imported wrongly.So my QuickBooks file got corrupted. Is there any way to undo or revert?

Sometimes it happens due to the wrong mapping. It is possible to delete the entire transactions which went wrong. Our DELETE feature is the rescue. More Info...

  •  I want to import Bill Payments using SKU's. Is it supported?

Yes. It is. You need to enable couple of settings while importing. More Info...

  • I want to get an email for each upload. Is it possible?

Yes. It is. You need to enable couple of settings while importing. More Info...

  • Does your app support taxes?

Yes. It does. Tax model.

  • I don't want to create products automatically for my invoices. I can't create products before each upload. Is it supported?

Yes. It is. You need to enable couple of settings while importing. However. you can control this behavior. More Info...

  • My file has some specific date format. I don't want to change the file. Will your product support all date formats?

Yes. You can select the specific date format as per your requirement. More Info...

  • Do you have any sample templates?

Yes. We do have. Sample template for Imports.

  • What are the file types supported by your application?

txt, csv, xls, xlsx files


Possible Failures & Troubleshooting Tips


Image result for errorThe currency of the transaction is invalid for customer / vendor / account.

The given Currency is different than the default currency of the Customer. Please refer the Vendor's Currency in QBO & update the same currency in Currency Field.


Image result for errorDuplicate Document Number Error : You must specify a different number. This number has already been used.

There is an another Payment has the same reference number. Please use the another reference number.

You have disabled "Auto Create List Entities" in Import Settings. By enabling this feature, QBO will automatically assign numbers for the transaction.


Image result for errorInvalid account type: You need to select a different type of account for this transaction.

Please provide valid deposit account in "Account" field.


Image result for errorNo matching Bill found for given Bill No.

Kindly provide the valid Bill Number in "Bill No" Field.


Image result for errorLine amount should be greater than zero.

Please provide positive value in Amount Field.


Image result for errorBill No. cannot be linked by QuickBooks. Check if, Bill No. matches with given Vendor.

Kindly provide the valid Bill Number & corresponding Vendor Name. 


Image result for errorNo matching vendor found (or) could be created for the provided details.

There is no match found for given Vendor Name.  

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