Request offers a QuickBooks-ready CSV that you can generate and use to quickly import your bill data into QuickBooks Online.
To import other data into QuickBooks Online, refer to these resources:
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How to import bills into QuickBooks Online
Exporting bills from Request
Log into Request
Navigate to the Bills menu
Click on the meatballs icon "..." (see image below)
Click on Download CSV
Select QuickBooks CSV
Click on Download
Once downloaded, fill in the Account column for each bill. The column refers to the account name from your Chart of Accounts set up in QuickBooks here
Double-check your CSV for duplicate bill numbers (in the BillNo column). QuickBooks doesn't support having the same bill number twice, even if the bills are from different suppliers
If applicable: convert the USD values in the CSV to the currency you're using in QuickBooks
Importing your bills CSV into QuickBooks (non-US version)
For QuickBooks US users, the import option isn't available natively. QuickBooks recommends using a separate app. If you're using the US version, follow the steps here instead.
Requirements before you can import bills in QuickBooks (non-US version):
You need to be at least on the "Essentials" pricing plan in QuickBooks to import bills.
If not already done: in the downloaded CSV from Request, fill in the Account column (see step 7 above).
If not already done: in the downloaded CSV from Request, update bills with duplicate bill numbers (see step 8 above).
If not already done: convert USD values in the CSV to the currency you use in QuickBooks (see step 9 above).
Importing your bills into QuickBooks (non-US version):
Log into QuickBooks
Navigate to the Expenses menu
Click on New Transaction
Click on Import Bills
Follow the instructions to import your CSV from Request
If you're importing new suppliers with the CSV, tick Add new suppliers that don't already exist in QuickBooks and/or Add new products/services that don't already exist in QuickBooks
When asked to select the date format, select D/M/YYYY
Having issues? Refer to QuickBooks' help article for importing bills or contact us.
Importing your bills CSV into QuickBooks (US version)
US QuickBooks does not support the import of bills natively. Instead, you need to use a third-party app. We recommend using "Bulk Import Excel | CSV | IIF - SaasAnt Transactions Importer and Deleter", and the guide below shows how it works with this app.
Requirements before you can import bills in QuickBooks (US version):
This is only necessary once to set up the app for your QuickBooks account:
Install the app by clicking Get app now here
Go through the connection & authentication steps (note: the email you're using with QuickBooks must be verified to authenticate yourself successfully. You can verify your email in your Intuit account under Sign in & security)
Importing your bills into QuickBooks (US version):
Log into the importer tool with your Intuit account
Navigate to the New Import menu
Click on Bills
Drag and drop your bills CSV into the tool
Map the fields as follows ("QuickBooks field" → "Uploaded field"):
Under "Vendor & Account":
Bill No → *BillNo
Vendor → *Supplier
Bill Date → *BillDate
Due Date → *DueDate
Under "Category Lines":
Category Account → *Account
Category Description→ LineDescription
Category Amount→ *LineAmount
Click Review
Select DD/MM/YYYY as the date format
If applicable:
If you're importing new vendors or accounts with the CSV, tick Do you want to create Customers, Vendors, Locations, Classes, and Accounts automatically?
Click Save and Continue
Review and click Upload
Once successfully uploaded, you will find your bills in QuickBooks in the Bills menu in the "Unpaid" tab
Note: once you finish the import, the import app will remember a few options, like the mapping, and make future imports faster for you.
Having issues? Refer to this help article from the import app or contact us.