How to Upload Bills Using Excel
The new Excel upload feature in ConnectBooks allows you to upload multiple bills at once, making it more efficient than the AI tool, which requires individual uploads. This method is also more accurate if your Excel sheet follows the exact format.
Navigate to the purchasing section within the inventory tab.
In the Bills tab, click the import button on the top right.
Select upload with excel.
Download Sample Template to see an example of the format required.
Note: The template may vary based on your settings. For example:
If warehouse tracking is disabled, the warehouse column will not appear.
Fill Out the Excel Template
Enter Bill Details (Header Section)
Reference Number (Required) – e.g., 122
Date (Required) – e.g., 2/2/2025
Due Date (Optional)
Vendor (Required) – e.g., Apple
Memo (Optional)
Enter Item Details
Item Name
Quantity
Cost (price per unit, this field is optional)
Amount (Total cost of the items)
The system will use the "amount" column to calculate the cost per item.
Additional fields:
Warehouse
U/M
Freight Cost, Tariff, Other Costs – If landed costs are enabled, these fields will appear.
Add Multiple Bills
To add another bill, simply add a new row with a new reference number and date. A new reference number indicates a new bill.
Upload the Completed Excel Sheet
Ensure all vendors, items, and warehouses exist in ConnectBooks. If any field (vendor, item, warehouse) doesn’t exist in ConnectBooks, by default it wont save, unless you fill in Create New.
Create New
If you want ConnectBooks should create new vendors, items, or warehouses from the excel upload if it doesn't exist in our system, fill in "Yes" in this column.
For any additional questions, please contact support. We’re here to help!