Import bills into quickbooks online

Import bills into quickbooks online DEFAULT

Several accounting software exist in the market, but QuickBooks users know about the reliability. This leads to customers who start using QuickBooks after being unsatisfied with other software. QuickBooks import invoice service allows the smooth transition from the previous application you used. It, therefore, is necessary to know the right method to import invoices in QuickBooks, be it Online or the Desktop version. The steps for the same are briefly described in this blog, and this will enable you to import all the existing data of your company into QuickBooks.

To securely carry of methods to import invoices into QuickBooks, you can take professional help. Dial 1.800.579.0391 and avoid the loss of any important information

Steps to Import Invoices into QuickBooks Desktop

The steps that we are going to list below are the standard ones. It will answer your query on how to import invoices into QuickBooks enterprise from excel. The steps aren’t limited and can be followed to import invoices into QuickBooks desktop pro.

  1. To import invoices into QuickBooks Desktop, at first, launch QuickBooks.
  2. Move to the File menu and select Utilities.
  3. From there, click on Import and using the drop-down menu, choose excel files. If you have to import invoices in CSV format into QuickBooks, choose similar ones.
  4. Hit No when prompted to add or edit multiple entries.
  5. Go through the importing instructions as they appear on the screen and select the data type.
  6. QuickBooks will open a formatted excel spreadsheet for your files.

Import Transactions using the QuickBooks Accountant Batch Entry Feature

  1. Open your QuickBooks Accountant’s company file.
  2. Click on Accountant menu and choose Batch Enter Transactions.
  3. This opens up the grid entry screen where you see the option of Transaction Type. You have to select the transaction you have to import from Checks, Deposits, Credit Card ChargesandCredits, BillsandBill Credits, and Invoices and Credit Memos.
  4. Open the Excel sheet containing the transaction you have to import then select and copy the rows.
    • Note: The Excel spreadsheet must match the order depicted in QuickBooks register.
  5. The copied row is to be pasted into first cell of Batch Entry Register.
  6. After copying the data, QuickBooks checks for the unmatched records which are highlighted in red. In such a case, choose split lines and highlight the row to choose Split Fill in the split details after that.
  7. When the entire batch data has been entered click Save Transactions button, and the transactions will be imported in batch into QuickBooks desktop and a summary will be displayed.

How to Import Invoices into QuickBooks Online?

Import Invoices into QuickBooks Online without Excel Transactions Software
  1. Into QuickBooks, choose the File menu and click Utilities.
  2. Choose the Import option, which opens up the QuickBooks Import Invoices wizard.
  3. In the options displayed, select Excel files option to invoices from Excel.
  4. After this choose Advance Import and select the files that you want to import.
  5. Move ahead to Preferences and select, what way you want QuickBooks to handle errors and duplicate data. These errors can at times occur while you import invoices into QuickBooks and you can resolve it by dialing 1.800.579.0391.
  6. With the Preview option, view the imported files.
  7. After you click OK just wait for confirmation on process completion.
Carry out Process to Import Invoices into QBO using Excel Transactions App
  1. Click on the Upload File menu and select the file and the spreadsheet that contain invoices you have to import.
  2. Select the QuickBooks entity as Invoices.
  3. Map the column headers with that of the Invoice fields in QuickBooks.
  4. Hit Import which will directly add your invoices into your QuickBooks.

Some key points while creating the file to import Invoices into QBO and the importer mapping

  1. Every line of the Invoice that syncs must have the same value on each line for the Reference Number. Moreover, map that column to the QBO field REFNUMBER on the Importer mapping screen. This informs the Importer to group the lines together on one Invoice.
  2. Include the entire Parent and Child from the list when using Jobs under Customers or Sub-Items. Additionally, separate the levels with a colon with no space before and after the colon (i.e. Customer:Job or Item:Sub-Item).
  3. Custom fields will be displayed at the bottom of the Importer mapping screen, if turned on in QBO Preferences.
Import Multiple Invoices at once to QuickBooks Online Advanced
  1. Before you move ahead and import multiple invoices into QuickBooks, ensure that some of the points are considered and fill in the following columns:
    • Invoice number
    • Customer
    • Invoice date
    • Due date
    • Item amount
    • Item tax code
  2. Add the tax rate as well into the spreadsheet if you collect taxes. Later you can map the tax codes into the QuickBooks tax codes.
  3. Go to Settings in QuickBooks, choose Account and Settings.
  4. Choose the Sales tab and press Edit from Salesform content section.
  5. Click Custom Transactionnumbers and finally Save and Done.
  6. Once this is done, again click on Settings and choose Import Data.
  7. Click on Invoices and map the column headers with the QuickBooks Invoice field.
  8. Any field that is not applicable in your spreadsheet , choose Not Applicable.
  9. Choose the date format and click on Exclusive or Inclusive as the tax
  10. Hit on Next and Review the summary.
  11. Select StartImport and once process to import invoices in QuickBooks was successful click on OK.

FAQs on Import Invoices into QB

Can you import PDF invoices into QuickBooks?

There are third-party apps that can help you import PDF’s into QuickBooks and no such provision is available with QuickBooks.

Can I import invoices into QuickBooks desktop using CSV format?
  • Navigate Banking tab.
  • Click on the Update drop-down.
  • Select File upload or file to upload and choose the saved .CSV.
  • Press Next.
  • From the QuickBooks Account drop-down, select the account where you have to import.
  • Map your fields according to your .CSV file format.
  • After that click Next and Select the transactions to import.

Note: You will receive a notification stating the number of transactions that will be imported.

  • Click Yes.
  • When you get confirmation of the import, click Finish. You will now be directed to the Downloaded Transactions window, where the imported transactions will appear under the New Transactions tab.

No doubt, the steps to import invoices into QuickBooks can be overwhelming but is equally important. Any carelessness with the method can cause loss of your accounting data. This can be avoided by taking help from the support team available at 1.800.579.0391.

Summary

How to Import Invoices in QuickBooks Desktop and Online

Article Name

How to Import Invoices in QuickBooks Desktop and Online

Description

QuickBooks import invoice service allows the smooth transition from the previous application you used. If you are wondering how to Import Invoices into QuickBooks, then follow the complete article for detailed and step-by-step instructions.

Author

Accounting

Publisher Name

Accounting Helpline

Publisher Logo

Accounting Helpline

Tags:Can I Import Invoices into QuickBooks DesktopHow to Import Invoices into QuickBooks Enterprise from Excelimport bills into quickbooks desktopImport Invoices into QuickBooksImport Invoices into QuickBooks Desktop PremierImport Invoices into QuickBooks Desktop ProImport PDF Invoices into QuickBooksQuickBooks Import Invoices CSV

Sours: https://blog.accountinghelpline.com/quickbooks-bank-account-issues/how-to-import-invoices-in-quickbooks-desktop-and-online/

How to Import Bills into QuickBooks Online (U.S)?

Import Bills into QuickBooks Online

You can import bills from text files or Excel spreadsheets directly into QuickBooks Online using SaasAnt Transactions (Online) software.

Pre Requisites:

Connect your QuickBooks Online account to SaasAnt Transactions (Online) App from QuickBooks AppStore by clicking the "Get App Now" button and get the 30 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) application, follow the steps below

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

Step 1: Select your file and spreadsheet which has the bills that you want to import.

Step 2: Select the QuickBooks entity as Bills.

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

Step 4: 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 key steps below:

  • You need to map your file headers to "SaasAnt Transactions (Online)" 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 QuickBooks 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 [email protected]

Import Bills into QuickBooks Online

SaasAnt Transactions (Online) Fields

Field NameFormatDescription
Bill No21 CharactersReference number for the transaction.
VendorCharactersName of the vendor for this transaction.
Bill DateDateThe date entered by the user when this transaction occurred.
Due DateDateDate when the payment of the transaction is due.
Terms4000 CharactersReference to the terms for the Bill.
Mailing Address Line 1500 CharactersThe first line of the address.
Mailing Address Line 2500 CharactersThe second line of the address.
Mailing Address Line 3500 CharactersThe third line of the address.
Mailing Address City255 CharactersCity name.
Mailing Address Postal Code31 CharactersPostal code (zip code for USA and Canada).
Mailing Address Country255 CharactersCountry name.
Mailing Address State255 CharactersThe region within a country.
Memo4000 CharactersThe Note about the Bill Transaction.
Category AccountCharactersReference to the Expense Account Name associated with the billing.
Category Description4000 CharactersFree form text description of the Expense.
Category Line AmountDecimalThe amount of the line item.
Category Billable StatusBooleanThe billable status of the expense.
TRUE if Billable, FALSE if Not Billable.
Category Markup PercentDecimalThe Markup value in Percentage for the expense.
Category CustomerCharactersReference to the Customer associated with the expense.
Category ClassCharactersReference to the Class for the Expense.
Category TaxableBooleanApply the tax if it is TRUE.
Line Item
or
Product/Service
CharactersReference to the Item.
Line Item Description
or
Product/Service
4000 Characters
Description of the Item. It will be populated from the Item description entered in QuickBooks Online.
Line Item Quantity
or
Product/Service Quantity
DecimalThe quantity of the Item.
Line Item Rate
or
Product/Service Rate
DecimalThe unit price of the Item.
Line Item Amount
or
Product/Service Amount
Decimal
The Total Amount of the Item. Not required if the Line Item Quantity & Line Item Rate are present.
Product/Service Expense AccountCharactersExpense Account Name or Number used in automatic product creation.
Line Item Billable Status
or
Product/Service Billable Status
Boolean
The billable status of the Item.
TRUE if Billable, FALSE If Not Billable.
Line Item Taxable
or
Product/Service Taxable
BooleanApply the tax if it is TRUE.
Line Item Markup Percent
or
Product/Service Markup Percent
DecimalThe Markup value in Percentage for the Item.
Line Item Customer
or
Billable Customer:Product/Service
CharactersThe Customer name for the Item.
Line Item Class
or
Product/Service Class
CharactersThe Class name for the Item.
LocationCharactersThe location of the transaction.
Currency CodeCharactersThe Currency Code for this transaction.
Exchange RateDecimalThe Exchange Rate of the given currency against the home currency.

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 vendor. Please refer to the Vendor's Currency in QuickBooks & update the same currency in Currency Field. 

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

Image result for errorRequired parameter(s) missing:Line

Please provide at least one Item Line details or Expense Account Line Details to process.

Image result for errorTransaction amount (Sum of line amounts) must be 0 or greater

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

Image result for errorNo matching Product/Service found (or) could be created for the provided details

Please provide valid name in Product Field. You might have disabled the "Auto Create List Entities" Feature in Import Settings. By enabling this feature, QuickBooks will automatically create the product for the transaction.

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

There is another Expense has the same reference number. Please use another reference number.

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

Image result for errorNo matching reference found for this account

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

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

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

Image result for errorThe amount is missing in the request.

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

Image result for errorRequired parameter Line Amount is missing in the request.

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

Image result for errorPlease check in QuickBooks company settings if the appropriate preferences are enabled for the successful upload of the current data set. E.g: Shipping, Multi-Currency, etc.

If you have provided a Shipping Address or Currency, then please make sure you have enabled the "Shipping & Multi-Currency" feature in QuickBooks Online.

Image result for errorThe requested entity/feature (Billable Expense) is not supported by QuickBooks per your subscription.

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

Image result for errorNo matching reference found for this customer.

There is no match found for the given Customer Name.

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

Image result for errorNo matching vendor found (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, Customer)" feature in import settings to create the customer automatically.

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

Image result for errorBusiness Validation Error: There is no account associated with the item "XXXXX". Is it marked for purchase, and has an account associated with it?

Please assign the Expense Account for Product / Service "XXXXX" in your QuickBooks Online.

Image result for errorBusiness Validation Error: You must select a customer 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
Sours: https://support.saasant.com/support/solutions/articles/14000053136-how-to-import-bills-into-quickbooks-online-u-s-
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QuickBooks Online Receipt Capture Can Now Import Bills too!

QuickBooks Online Receipt Capture can now import and categorize bills from the Receipts Tab, and it's 'Free' too. Accountants, bookkeepers and business owners have been hoping for this feature and now we have it with no additional cost. The same data extraction capability applied to receipt capture is used on bills. This is stellar news because it eliminates the concern about what and why money is leaving the business. By attaching an image to a QuickBooks Online Bill is it easy to review why money was spent therefore protecting bill payers and reducing fraud concerns.

How it Works

The Bill can be imported into QuickBooks in a verity of methods such as drag and drop, browse to upload, email and image upload from a mobile device. The imported data is processed by QuickBooks. In my testing this processing varied depending on the type of document sent but overall, the process was fast, and the Bill was ready to view and categorized within five minutes. There were several pieces of data already extracted from the document which were the data and dollar amount but all other details in my experience needed to be entered.

One thing to not is you can not expense by line items at this time. Instead you can only choose one expenses account per transaction. (if I were a betting girl, I would say this is in the works, but I have no official word on that) However, you can add Classes and Billable Customers.

How to Get Started:

1) From the QBO Navigation Bar choose Banking Center

2) Select the Receipts tab

3) Drag and drop, email or upload a mobile image of the document to QuickBooks (1 file at a time)

4) From the For Review section of the Receipts tab you can see when the document is ready for review

5) QuickBooks extracts, data including date and dollar amount

6) Click on Review in the Action column

7) Select Bill as Document Type (as shown highlighted in the 'red box')

8) Enter the remaining details:

  • Enter Payee
  • Approve Bill date and enter due date
  • Select Account  
  • Verify amount total
  • Additional Fields (optional)
  • Make expenses billable
  • Select Customer
  • Class
  • Add reference number

9) Import into QuickBooks by Saving and Closing

Within, seconds your document is coded and published into QuickBooks as an Open Bill pending payment. Like I said for now all you can add is an account but if you published the document to QBO you could later open it and edit to add required items if necessary.

The last step in optimization is after you have posted the payment to the open bill you will be able to match the bank feeds in QBO if you have already imported your banking activity. This type of audit proofing your bookkeeping helps prevent fraud and assures accuracy.

The downloaded bank and credit card activity can be matched to the paid Bill. To learn more about bank feeds follow this link.

Sours: https://www.intuitiveaccountant.com/accounting-tech/general-ledger/quickbooks-online-receipt-capture-can-now-import-bills-too/
CSV import for QuickBooks

Import Invoices into QuickBooks Online

Some of the most common uses for an Invoice import are listed below:

  • Importing Invoice transactions from another industry specific invoicing application.
  • Importing Invoice transactions from a Point of Sales (POS) system.
  • Importing monthly or daily activity from another accounting system.

Below are some Tips and Tricks when creating the file to import Invoices into QBO and the Importer mapping:

  • Each line of the same Invoice should have the same value on every line for the Reference Number and map that column to the QBO field REFNUMBER on the Importer mapping screen to allow Importer to know to group the lines together on one Invoice.
  • If using Jobs under Customers or Sub-Items, be sure to include the entire Parent and Child from the list and separate the levels with a colon with no space before and after the colon (ie. Customer:Job or Item:Sub-Item).
  • Custom fields, if turned on in QBO Preferences, will be displayed at the bottom of the Importer mapping screen.

Below is a screen shot of an actual Invoice entry screen from QBO with the Importer field names noted.

Sours: https://transactionpro.happyfox.com/kb/article/248-import-invoices-into-quickbooks-online/

Bills online quickbooks import into

Import Bills into QuickBooks Online

QUESTION

What are some helpful tips to know when importing Bills into QuickBooks Online (QBO) with Transaction Pro Importer?

RESOLUTION

Below are some helpful tips to keep in mind regarding the most common issues that occur when importing Bills into QBO with Importer.

  • When importing a Bill, the following fields are required (at minimum).
  • Each line of the same Bill should have the same Reference number on every line and that column should be mapped to the QBO field REFNUMBER on the Importer mapping screen.
  • Importer supports both Account Numbers and Account Names. However, only use either the lowest Sub-Account Number or the entire Account Name in the import file, not both.
  • If using Account Numbers, on the Preview screen of Importer, click OPTIONS and select the option ENABLE ACCOUNT NUMBERS ON TRANSACTIONS.
  • These fields are required if importing Products or Services on the Item tab: LineItem, LineQuantity, and either LineUnitPrice or LineAmount.
  • These fields are required if using importing Expenses on the Accounts (Category) tab: ExpenseAccount and ExpenseAmount.

The below screenshot shows the entry screen for Bills in QBO with the location indicated into which each Transaction Pro Importer field will import.

Sours: https://support.transactionpro.com/kb/article/242-import-bills-into-quickbooks-online/
How to Import Data from Excel into QuickBooks Online

How to Import Bills into QuickBooks Online (UK, AU, CA, IN, FR & Other Regions)?

You can import Billsfrom Excel spreadsheets or text files directly into QuickBooks Online using the SaasAnt Transactions (Online) application.

Pre Requisites:

Connect your QuickBooks Online to SaasAnt Transactions (Online) App from QuickBooks AppStore by clicking the "Get App Now" buttonYou can get a free trial of the product in the QuickBooks AppStore.

Steps to Import Bills into QuickBooks Online

To import Bills into QuickBooks Online using the SaasAnt Transactions (Online) application, follow the steps below

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

Step 1:Select your file and spreadsheet which has the bills that you want to import.

Step 2:Select the QuickBooks entity as Bills.

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

Step 4: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 key steps below:

  • You need to map your file headers to the "SaasAnt 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 QuickBooks 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 [email protected].

Import Bills into QuickBooks Online

SaasAnt Transactions (Online) Fields

Field Name
Format
Description
Bill No
21 Characters
Reference number for the transaction.
Vendor

Characters

Name of the vendor / Customer / Employee for this transaction.
Account
Characters
Name of the Bank / Credit Card / Cash Account for this transaction.
Bill Date
Date
The date entered by the user when this transaction occurred.
Due Date
 Date
Date when the payment of the transaction is due.
Terms
4000 Characters
Reference to the terms for the Bill.
Memo
4000 Characters
The Note about the Bill Transaction.
Mailing Address Line 1
500 Characters
First line of the address.
Mailing Address Line 2
500 Characters
Second line of the address.
Mailing Address Line 3
500 Characters
Third line of the address
Mailing Address City
255 Characters
City name.
Mailing Address Postal Code
31 Characters
Postal code (zip code for USA and Canada).
Mailing Address Country
255 Characters
Country name
Mailing Address Country Sub Division Code
255 Characters
Region within a country
Global Tax Calculation

Characters

Method in which tax is applied.
  • TaxExcluded
  • TaxInclusive
  • NotApplicable
Expense Account Or Category Account
Characters

Reference to the Expense Account Name associated with the billing.
Expense Description Or Category Description
4000 Characters
Free form text description of the Expense.
Expense Line Amount Or Category Line Amount
Decimal
The amount of the line item.
Expense Billable Status Or Category Billable Status

Boolean
The billable status of the expense.
TRUE if Billable, FALSE If Not Billable.
Expense Markup Percent Or Category Markup Percent
Decimal
The Markup value in Percentage for the expense.
Expense CustomerOr Category Customer
Characters
Reference to the Customer associated with the expense.
Expense Class Or Category Class 
Characters
Reference to the Class for the Expense.
Expense Tax Code Or Category Tax Code
Characters
Reference to the Purchase Tax Code
Expense Account Tax Amount or Category Tax Amount
Decimal
The  calculated tax amount for an Expense Account line . Applicable only for Tax calculated Transactions. This value will be ignored for Tax Inclusive Transactions.
Line Item
or
Product/Service
Characters
Reference to the Item.
Line Item Description
or
Product/Service
4000 Characters
Description of the Item. It will be populated from Item description entered in QuickBooks Online.
Line Item Quantity
or
Product/Service Quantity
Decimal
The Quantity of the Item.
Line Item Rate
or
Product/Service Rate
Decimal
The Unit Price of the Item.
Line Item Amount
or
Product/Service Amount
Decimal
The Total Amount of the Item. Not required if Line Item Quantity & Line Item Rate is present.
Product/Service Expense Account
Characters
Expense Account Name or Number used in automatic product creation.
Line Item Billable Status
or
Product/Service Billable Status
Boolean
The billable status of the Item.
TRUE if Billable, FALSE If Not Billable.
Line Item Tax Code
or
Product/Service Tax Code
Characters
The purchase tax code for the line Item.
Line Item Tax Amount
or
Product/Service Tax Amount
Decimal
The  calculated tax amount for a product line . Applicable only for Tax calculated Transactions. This value will be ignored for Tax Inclusive Transactions.
Line Item Markup Percent
or
Product/Service Markup Percent
Decimal
The Markup value in Percentage for the Item.
Line Item Customer
or
Billable Customer:Product/Service
Characters
The Customer name for the Item.
Line Item Class
or
Product/Service Class
Characters
The Class name for the Item.
Location
Characters
The location of the transaction.
Currency Code
Characters
The Currency Code for this transaction.
Exchange Rate

Decimal
The exchange rate of the given currency against the home currency.
Print Status

Boolean
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 Bills 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

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 vendor. Please refer the Vendor's Currency in QuickBooks & update the same currency in Currency Field. It is possible that Multi Currency feature in QuickBooks could be disabled. Please enable the feature.

Image result for errorRequired parameter(s) missing:Line

Please provide at least one Item Line details or Expense Account Line Details to process.

Image result for errorTransaction amount (Sum of line amounts) must be 0 or greater.

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

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

Please provide valid name in Product Field. You might have disabled "Auto Create List Entities" Feature in Import Settings. By enabling this feature, QuickBooks will automatically create the product for the transaction.

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

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

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

Image result for errorInvalid value for Global Tax Calculation.

Please provide one of the below values 

  • TaxInclusive
  • TaxExlcuded 
  • NotApplicable

Image result for errorOne or more transaction lines do not have a tax code associated with it. Please assign a tax code for those line.

You have mentioned "Global Tax Calculation" as TaxIncluded or Tax Excluded, but the Tax code is missing for the line items. Please change the "Global Tax Calculation" as "NotApplicable" or provide valid Tax Code for each line items

Image result for errorNo matching reference found for this account.

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

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

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

Image result for errorAmount is missing in the request.

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

Image result for errorRequired parameter Line Amount is missing in the request.

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

Image result for errorPlease check in QuickBooks company settings if the appropriate preferences are enabled for the successful upload of current data set.E.g: Shipping, Multi-Currency, etc.

If you have provided Shipping Address or Currency, then please make sure you have enabled "Shipping & Multi-Currency" feature in QuickBooks Online.

Image result for errorRequested entity/feature (Billable Expense) is not supported by QuickBooks per your subscription.

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

Image result for errorNo matching reference found for this customer.

There is no match found for given Customer Name.

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

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 customer automatically.

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

Image result for errorBusiness Validation Error: There is no account associated with the item "XXXXX". Is it marked for purchase, and has an account associated with it?

Please assign the Expense Account for Product / Service "XXXXX" in your QuickBooks Online.

Image result for errorBusiness Validation Error: You must select a customer 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
Sours: https://support.saasant.com/support/solutions/articles/14000052926-how-to-import-bills-into-quickbooks-online-uk-au-ca-in-fr-other-regions-

Now discussing:

Ivan Dmitrievich was no longer young, over 50, but at the same time he had a very pleasant appearance and manners. He was not noticed in excessive interest in the students, so I went to his house alone without worrying at all, and dressed, as usual, in a short skirt and a. Knitted jumper. Ringing the doorbell, I repeated the memorized tickets to myself and was absolutely sure of a good retake result - after all.



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