Purpose

This procedure explains how to prepare a Usked Payroll Report and import Service Provider invoices into QuickBooks Online as Vendor Bills using Transaction Pro

Systems Required

• Usked

• QuickBooks Online

• Transaction Pro

Prepare the Usked Payroll Report

1. From the Usked main screen, go to Billing → Invoices & Payroll → Payroll Reports

2. Locate the payroll report for the current pay date

3. Click QB Bill Export

4. Select Yes next to Simplify Rows

5. Click Search

6. Click Download CSV file

7. Open the CSV file and review the data

Required File Updates Before Import

Before importing, update and save the CSV file

You must add these manually to the file column as they are not already included in the import sheet. Adding them to the end will work fine 

Always save the updated CSV before importing.

Import into Transaction Pro

1. Log into Transaction Pro using your QBO login credentials

2. Click the blue Open App button

3. Under the correct company, click Select or Open App

4. Click Import File

5. Select Bills

6. Drag and drop the prepared Usked CSV file, or click to select from your file manager

7. Click Select File & Sheet

8. Click Import Sheet

9. Review the field mapping and confirm each column is mapped correctly for the vendor bill

10. Click Review and Import

11. If everything looks correct, click Import and Close

12. Click Yes to confirm

13. Transaction Pro will import the Usked invoices as Vendor Bills in QBO

14. Click Refresh to check status

15. Once the status shows Complete, close Transaction Pro

Common Import Issues

Review Vendor Bills in QuickBooks Online

1. Go to QuickBooks Online

2. In the sidebar, click Expenses → Bills

3. Review the list of unpaid bills

4. To review a bill, click the dropdown under the Action column

5. Select View/Edit Bill

6. Edit or pay the bill as needed

If your QBO subscription supports direct payments and payments are configured, you can pay bills in bulk by selecting the checkbox next to Vendor and choosing Schedule Payment from the action menu

That’s it! You have successfully imported your service provider invoices into QBO as vendor bills! 

FAQs — Import Service Provider Usked Invoices via Transaction Pro

What is the purpose of the QB Bill Export in Usked?

The QB Bill Export generates a CSV file formatted for importing Service Provider invoices into QuickBooks Online as Vendor Bills through Transaction Pro.

Why should I select “Simplify Rows”?

Selecting Yes for Simplify Rows reduces the complexity of the import file and creates cleaner vendor bills in QuickBooks Online, making them easier to review and manage.

Which fields are required for a successful import?

The following fields are required:

• RefNumber

• Vendor

• LineQty

• LineUnitPrice

• LineAmount

• ExpenseAccount

Without these fields, Transaction Pro or QBO may reject the import.

What does the ExpenseAccount column do?

The ExpenseAccount column tells QBO which expense account to apply each bill line to.

Example:

• Freelance Interpreter Pay

• Staff Interpreter Pay

The account name must match QBO exactly or the import will fail.

What happens if I do not include TxnDate?

If TxnDate is not included, QuickBooks Online will typically use the date the file was imported as the bill date.

Can the Due Date and Bill Date be the same?

Yes. Many users use the same date for both DueDate and TxnDate.

What does RefNumber represent?

RefNumber becomes the Vendor Bill Number in QBO.

By default, Usked uses the Service Provider invoice number, but you may edit it before importing.

Are address fields required?

No. Address fields are optional and are only included if the Service Provider profile in Usked contains address information.

What is the LineItem column used for?

LineItem is used if your organization tracks service types or items in QBO.

If the item does not already exist in QBO, QuickBooks may automatically create it during import depending on your settings.

What is LineClass used for?

LineClass is optional and is used only if your organization uses class tracking in QuickBooks Online.

Why am I receiving an ExpenseAccount error during import?

This usually happens because the account name in the CSV does not exactly match the account name in QBO.

Verify:

• spelling

• punctuation

• spaces

• account numbers

Why is my import failing even though the file uploaded?

Common causes include:

• Missing required columns

• Blank required fields

• Invalid vendor names

• Incorrect account names

• Invalid numeric formatting

• Special characters in the CSV

Review the error details in Transaction Pro for the affected row.

Can I import multiple vendor bills at once?

Yes. The Usked QB Bill Export is designed for bulk importing multiple Service Provider invoices into QBO simultaneously.

Will Transaction Pro create vendors automatically?

Depending on your Transaction Pro and QBO settings, vendors may auto-create during import. However, it is recommended to verify vendor records exist beforehand to avoid duplicates.

How do I confirm the import completed successfully?

In Transaction Pro:

1. Click Refresh

2. Wait for the status to display Complete

Then verify the bills in:
QBO > Expenses > Bills

Can I edit vendor bills after import?

Yes. Imported bills can be opened, edited, saved, or deleted directly within QuickBooks Online.

Can I pay imported bills in bulk?

Yes, if:

• your QBO subscription supports online bill pay, and

• bill pay has been configured.

Use the bulk selection checkbox in:
Expenses > Bills

Then select:

• Schedule Payment

• or another bulk action option.

Should I save the CSV before importing?

Yes. Always save any modifications to the CSV file before uploading it into Transaction Pro.

What should I do if Transaction Pro mapping is incorrect?

Before importing:

1. Review every mapped field carefully.

2. Correct any mismatched columns.

3. Confirm required fields are mapped properly.

Incorrect mappings are one of the most common causes of import issues.