Can you customize the data pulled from Uploaded Bills in QBDT Enterprise?

Hello there, Pat.

Thanks for bringing this concern about uploading bills to our attention. I'm here to get the help you need.

There are different ways to upload a bill in QuickBooks Desktop. It could be one of the following:

• Upload bills from QuickBooks Desktop
• Upload bills from QuickBooks Desktop iOS mobile app
• Upload bills from QuickBooks Desktop Android mobile app
• Email your bills to QuickBooks Desktop
• Use Google Drive to upload bills

To be sure we're on the same page, I'd like to verify how you upload the bill. Did you try all the ways? Or does the issue only happen in a specific way? Any extra information is much appreciated.

In the meantime, you can visit this article to learn more details about capturing your bills and uploading them to QBDT: Upload bills to QuickBooks Desktop Pro Plus, Premier Plus or Enterprise.

In addition, please know that the data that QBDT recognizes depends on the bill information you uploaded. Thus, I recommend ensuring that the bill is clear before uploading.

In case you'll receive a refund from a vendor in the future, here's an article that you can check for guidance on what to do: Record a vendor refund in QuickBooks Desktop.

Get back to me here should you need additional assistance when uploading a bill, I'm always here to answer them for you. Have a great day!

Thanks for looking into this!

I have tried a couple way to upload the files, and they both seem to get the same result. The PDF files of the bills are clean and easy to read. I have uploaded the files directly from my computer (Browse to Upload Icon) and also via Google Drive. Both procedures seem to upload the files fine, but not all the significant data is included when you open the bill that is created.

On the Upload & Review Bills page, the Vendor is listed, and is correct along with the Date and Amount Due.  The Reference Number and Memo fields remain blank.  (Using the Settings Icon, I have checked the Memo and Reference Number fields, both before and after uploading.) I would like to have the Reference Number field pick up the Invoice Number off the bill, and the Memo Field pick up the PO Number, (both of which are printed on the bill)  

When I select to Import This Data, the new bill opens an Enter Bill page with the PDF attached.  There is a second window with the Bill Image.  The new bill only shows the Date and Amount Due (Vendor Name is not filled in on this page).

Thanks for getting back on this thread, @Pat775.

I'll add some alternatives to get around this issue about uploading your bills in QuickBooks Desktop.

First, we can try uploading the file to your sample company. If the Reference numbers and Memo fields show up, we can run the Verify and Rebuild Data tool to identify and resolve the most commonly known data issues. 

Here's how:

1. Choose Window, then Close All.
2. Go to the File menu, and then click Utilities.
3. Select Rebuild Data.
4. Follow the onscreen instruction to back up your data.
5. When the tool finishes, select OK.
6. Navigate to the File menu, then click Utilities.
7. Click Verify Data, then tick Rebuild Now once QuickBooks finds an issue with your company file.

I'll add this resource for additional guide: Verify and Rebuild Data in QuickBooks Desktop.

But if the persists, I suggest contacting our QuickBooks Desktop Support Team. They can access your account in a safe environment during a screen-sharing session to investigate your concern and give you a possible fix for this query.

For future reference, here's an article for more details about deleting bills or bill payment checks in QBDT: Void or delete a bill or bill payment check.

Please feel free to get in touch for more questions or concerns about uploading data, or queries about your vendors or customer transactions in QBDT. Keep safe always.

My invoice keeps showing a blank image - and I have ran the Tool Hub to resolve this issue but nothing is working.  If I send to receipts, it will show up there when I click review, but not in bills.  How do I fix this?

Thanks for following along with the thread, @JanieCP.

I appreciate you taking the time to use the QuickBooks Tool Hub. 

I want to ask a few questions to clarify the issue. You stated that the invoice keeps showing a blank image on the invoice review page, but this doesn't happen with bills. Does this happen with any other transactions? Are you noticing that this is happening to one customer or all customers? Lastly, does this happen with all your invoices or just a select few? 

The more information you can provide about this concern will better assist me in providing the best solution for you. I want to ensure I help as much as possible to get you back to business. 

I'll be sure to keep an eye out for your reply. Please don't hesitate to let me know if you have any additional questions or concerns. Chat with you soon!

@JanieCP 

Run the Verify/Rebuild Data utility. Any unresolved error messages?

I am installing the update right now, then will run the rebuild and verify.  

Note:

This is In Vendors - Not Customers

The blank image is when I upload a bill I received from a Vendor.  Once loaded it moves to the Review, and when I open to review it image of the bill that should show up on the right side of the screen is blank.  

Thanks for following up with the Community, JanieCP. I appreciate your detailed information.

If you continue encountering a blank image when uploading and reviewing bills after troubleshooting, I'd recommend getting in touch with our Customer Care team. They'll be able to pull up the account in a secure environment, conduct further research, and create an investigation ticket if necessary.

They can be reached while you're signed in.

Here's how:

1. In your top menu bar, go to Help, then QuickBooks Desktop Help.
2. Click Contact Us.
3. Enter a brief description of the issue in our Ask a question (or tell us what's wrong) field.
4. Hit Continue.
5. Select We’ll contact you for a callback or Message Us to start an instant messaging session.

Be sure to review their support hours so you'll know when agents are available.

I'll be here to help if there's any additional questions. Have a wonderful Tuesday!

The only options this gives is to search questions, keywords or topics.  It doesn't allow we to send a questions and request help.