How to Import Bill Payments into QuickBooks Online?

Are you thinking about finally converting your dull old data sheets into an easily-accessible document? Thanks to QuickBooks Online, it’s easier to track data changes in real-time without sacrificing work hours to free yourself from the mundane, endless manual update.

Now you can import Bill Payments into QuickBooks Online without worrying about errors and discrepancies and updating your spreadsheet before you get left out.

Autymate now fully syncs data from your excel sheet into the cloud, so you can monitor your accounts seamlessly throughout the day using QuickBooks Online.

In this article, we’ll take you by the hand on how to import Bill Payments into QuickBooks Online.

Import Bill Payments into QuickBooks Online Guide

Autymate Transactions for QuickBooks Online makes it easy to import your Bill Payments from Excel/CSV/Text/JSON/XML files or Cloud(GoogleSheets etc.) directly into QuickBooks Online.

To get started, you’ll need the following:

An active Autymate My Transactions account and an active QuickBooks Online account to import your Bill Payments. There are two ways to get started right now:

1. Autymate My Transaction App Store (Recommended. If you are logged into your QuickBooks Online account)
2. Autymate My Transaction Free Trial Link (If you are not logged into your QuickBooks Online account, you may use this way.)

Watch the video:

[Video]

Steps to Import Bill Payments into QuickBooks Online:

To import your Bill Payments into QuickBooks Online using Autymate My Transactions, follow the steps below:

1. Select your source from the source dropdown e.g. CSV, Excel [Gif]
2. Select your destination (QuickBooks Online) from the destination dropdown. [Gif]
3. Select how you want your Auty-mation to run e.g. File Upload [Gif]
4. Select the action to be done in destination e.g. Create Bill Payments [Gif]
5. Upload your source file, which has the Bill Payments that you want to import and review the file data. [Gif]
6. Connect new or choose from your existing QuickBooks Online Connections [Gif]
7. Map the columns from your source data file to the corresponding fields in QuickBooks Online {List of all fields section link} [Gif]
8. Preview or fix your invoices data before finally Importing to QuickBooks Online. [Gif]
9. Name and finish your Auty-mation to import Bill Payments into QuickBooks Online with one click for future files. [Gif]

A few essential things to remember:

It is crucial to map the source file columns to the correct QuickBooks Online fields in Mapping step of the import. {Learn more about mapping. Separate article}

• Mapping correct fields will help Autymate Transactions (AMT) to import your invoices correctly into QuickBooks Online.
• We have an identical mapping screen to QuickBooks Online to make your life easier.

• Please refer to {Field Mappings Guide} for more info. If you need help to get your mappings right, feel free to contact our support.

  Autymate My Transactions - QuickBooks Online Fields:

  |Field Name|Description|Format|Table Name|
  |—-|—-|—-|—-|
  |Line Item Is Selected|This field indicates that the payment should be processed by the merchant account service. This field is available for companies with credit card processing enabled in QuickBooks Online.|Boolean|BillPaymentLineItems|
  |0|The Id of the vendor for this transaction.|String|BillPaymentLineItems|
  |Line Item Due Date|The date of the transaction. This field is often the date when the transaction was entered into the system, but it is not required to be. For posting transactions, this is the posting date that affects financial statements|DateTime|BillPaymentLineItems|
  |Line Item Payment|The amount of the line item.|Decimal|BillPaymentLineItems|
  |Line Item Payee (name)|The name of the vendor for this transaction.|String|BillPaymentLineItems|
  |0|The Id of the transaction linked to the line item.|String|BillPaymentLineItems|
  |Bill No|The Id of the transaction linked to the line item.|String|BillPaymentLineItems|
  |Total Amount|This field sets the total amount of the bill. This includes the total of all the payments from the line items of the bill payment.|Decimal|BillPayments|
  |Payment Account (name)|The name of the accounts-payable account the vendor credit is credited to. If the company uses a single accounts-payable account, this account is implied. This account must be a Liability account and the subtype must be of type Payables.|String|BillPayments|
  |Payee (key)|The Id of the vendor.|String|BillPayments|
  |Check Payment Account (key)|The Id of the bank account.|String|BillPayments|
  |Check Payment Account (name)|The name of the bank account.|String|BillPayments|
  |Credit Card Account (key)|The Id of the credit card account.|String|BillPayments|
  |Credit Card Account (name)|A name that identifies the credit card account.|String|BillPayments|
  |Print Status|The print status of the check payment. This field is only applicable for checks. It is ignored for credit card charges or refunds.|String|BillPayments|
  |Ref No|The document number for the transaction. If it is not provided in a create operation, QuickBooks business logic will assign the document number using the next-in-sequence algorithm.|String|BillPayments|
  |Payment Account (key)|The Id of the accounts-payable account the vendor credit is credited to. If a single accounts-payable account is used, this account is implied. This account must be a Liability account and the subtype must be of type Payables.|String|BillPayments|
  |Payment Date|The date of the transaction. This field is often the date when the transaction was entered into the system, but it is not required to be. This field is used in the financial statements for posting transactions.|DateTime|BillPayments|
  |Exchange Rate|The currency exchange rate. This field is only valid if the company file uses the multicurrency feature. In QuickBooks, exchange rates are always recorded as the number of home currency units it takes to equal one foreign currency unit. This field is available in only the UK, AU, IN, and CA editions.|Decimal|BillPayments|
  |Memo|A private note about the transaction. This note will not appear on the transaction records by default.|String|BillPayments|
  |Payee (name)|The name of the vendor.|String|BillPayments|
  |Vendor Address Line 1|First line of the address.|String|Vendors|
  |Vendor Address Line 2|Second line of the address.|String|Vendors|
  |Vendor Address Line 3|Third line of the address.|String|Vendors|
  |Vendor City|City name.|String|Vendors|
  |Vendor State|Region within a country. For example, the state name for the USA and the province name for Canada.|String|Vendors|
  |Vendor Country|Country name.|String|Vendors|
  |Vendor Postal Code|Postal code. For example, the zip code for the USA and Canada.|String|Vendors|

FAQ’s - Autymate Transactions for QuickBooks Online:

Q: I want to import Invoices with Invoice Numbers into QuickBooks from File. Is it supported?
A: Yes, you can import Invoice Numbers from File into QuickBooks Online. [Article]

Q: Will Autymate Transactions for QuickBooks Online support QuickBooks Multi-Line Transactions?
A: Yes. Autymate Transactions support Multi-Line Transactions to import into QuickBooks Online. [Article]

Q: 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?
A: Yes, it is possible to undo imported transactions from QuickBooks Online using Autymate Transactions. [Article]

Q: Are there any specific Import Settings?
A: Yes. We do have a couple of important settings for import. [Article]

Q: Does Autymate Transactions for QuickBooks Online support taxes?
A: Yes, it supports Taxes. [Article]

Q: My file has some specific date format. I don’t want to change the file. Will your product support all date formats?
A: Yes, you can import data with any date format. [Article]

Q: Do you have any sample templates?
A: Yes, we do have sample data templates for all QuickBooks Online entities. [Article]

Q: What are the file types supported by Autymate My Transactions for QuickBooks Online?
A: Autymate support CSV and Excel at the moment but we will support 250+ systems to get your source data in the next releases.

Q: How do I report the issues if I am stuck?
A: Feel free to drop an email to support@autymate.com

Possible Errors with a suggestion to fix them: