How to import bills into QuickBooks Online using Axis Online


With Axis Online you can upload bills in batch into QuickBooks Online

Demonstration of importing bills

Steps to import bills

Follow these steps:

  1. Click on the Create button to start a new Axe
  2. Enter the name of the Axe
  3. Step One – Select File Upload and browse to the file that contains the bills that you want to upload into QuickBooks Online
  4. Step Two – Select the Event as a File upload and when that occurs create a bill, and then next
  5. Step Three – Mapping the fields on a bill to the columns in your uploaded file
  6. Step Four – Lets test it and save it

Detailed description of the fields in QuickBooks Online that you can map

QuickBooks Online FieldFormatDescription
Doc NumberStr 21MANDATORY FIELD - Bill reference number, duplicate Doc Numbers are accepted in QuickBooks, see also Auto Numbering
Txn DatedateThe date of the bill, If you leave Txn Date out the mapping, the current date in QuickBooks Online will be used.
Private NoteStr 4000User entered, organization-private note about the transaction. This note will not appear on the transaction records by default.
Department Ref The department of Location used to classify the Bill
Currency RefCurrency CodeThe currency that is being used on the bill (only required if not Home Currency) ie USD, EUR, AUD, GBP more
Exchange RateDecimalThe number of home currency units equal to one of the currency being imported (ie Currency Ref) more
Line Description Description for the expense line
Line Amount Amount of the expense
Line Customer Ref Customer name associated with the expense
Line Account Class Class associated with the expense
Line Account Ref Name of the expense account
Line Billable Status Billable status of the expense values Billable, NotBillable, HasBeenBilled
Line Account Tax Code Tax code associated with the expense line
Vendor Ref MANDATORY FIELD - Full name of the vendor
AP Account The Accounts Payable account the purchase is credited
Sales Term Reference to the terms for the purchase
Due Date Date payment is due if not provided defaults to Sales Terms date
Global Tax Calculation Method to which tax is applied - TaxExcluded, TaxInclusive or NotApplicable
Line Item DescriptionStr 4000A descriptive text field for the Item
Line Item AmountNum 10.5MANDATORY FIELD - The Amount of the line item ie Qty x Unit Price
Line Item Ref MANDATORY FIELD - The name of the item purchased
Line Item Class Class for the line item
Line Item QtyDecimalNumber of items ordered
Line Item Unit PriceDecimalUnit price of the item
Line Item Tax Code Tax code used for the item
Line Item Customer Customer associated with the item purchase
Line Item Billable Status Billable status of the Item line values Billable, NotBillable, HasBeenBilled