Welcome to the

EzzyBills user guide for QuickBooks Online!


  1. Get started – Connect EzzyBills to your QuickBooks account, and upload bills and receipts
  2. Bill processing and match purchase order in QuickBooks
  3. Credit Notes
  4. Set up sale invoices processing
  5. Approval
  6. Item codes extraction (“Product and Service” codes for bills and sale invoices).
  7. Processing receipts as Expense Receipts (i.e. as Spend Money transactions, not as bills)
  8. Employee Expense Claims with EzzyBills Phone App
  9. Automatic Tracking of Class, Customer, Location and Project
  10. Disconnect  (EzzyBills with a QuickBooks online account)
  11. Google Drive Integration 
  12. Tax rates determination
  13. Upload invoices with double tax rates

FAQ for QuickBooks Online Users
(Please also check out FAQ for All Users)

Q1. What does EzzyBills support for QuickBooks users at the moment (September 2019)

1) Locations: for USA, Canada, Australia, UK,  and QuickBooks Global (for Singapore and New Zealand).

2) Bills, expenses and sale invoices.
— By default, all document are processed as bills.
— To process expenses, follow link: process receipts as Expense or Employee Expense Claim,
— To process sale invoices, follow link: process sale invoices

3) Item codes are supported (for both bills and sales).

4) Job tracking (Class, Client, and Location) is supported.

Q2. How to get correct suppliers

Keep Vendor (i.e. Suppliers) Information up to date in your QuickBooks Online, with

a) a correct key vendor/supplier data, which is Phone number for USA customers, ABN for Australian, VAT registration number for UK, GST registration number for Canadian and New Zealand customers, and BRN or UEN for Singapore.

In QuickBooks USA, put vendor phone number in the field Phone. In standard format such as (888)828-0339.
In QuickBooks UK,  put VAT number in the field “Other” for the supplier.  In standard format, or no space (more)
In QuickBooks Australia, put ABN in the field “ABN” for the supplier. In standard format, 12 345 678 901, or no space.
In QuickBooks New Zealand, put the GST registration number in the field “Business Number” for the supplier.
In QuickBooks Singapore, put the business number (BRN or UEN) in the field “Business Number” for the supplier.

b) bank details (in the field “Account no”) – this is optional, which may be important when above data is absent on the invoice.

c) If you have two suppliers with the same key vendor data (such as ABN/VAT/GST/Phone number as explained in a), you will need additional data to separate them. Find a unique text block on the invoice, and copy/paste this text block to the “Mobile” field in QuickBooks supplier data (screenshot

d) In order for your company (or associated companies of yours with similar names) not be identified as a supplier:

1. Provide My Company Name in EzzyBills settings (as a common separated list if you have more than one) for USA users.
2. Alternatively, for users of Australia, UK, Canada, New Zealand and Singapore, 1) provide MY ABN/GST/VAT in EzzyBills settings (no space in the number; multiple numbers can be provided, separated by a comma). This is also used as an exclusion list of business numbers from being extracted.  2) If your company is one of the suppliers in QuickBooks, enter your business number in your supplier data in QuickBooks. (Note: Method 2 is also used as a way to exclude a list of business number from being extracted).

Q3. How to obtain correct GL codes

GL codes vary by company. We use your QuickBooks suppliers’ data and invoice history to determine GL codes (ie. “Account” column in QuickBooks).

We will look into your QuickBooks history of expenses that have been paid only.

For the existing suppliers, we will
1. firstly look for description matching. If we find a good match within the last 3-month period, we will use the Account Code for the matched expenses.
2. If no matching description is found, we will use the most commonly used Account code within the last 3-month period.
3. If no results in step 2, we will use the Account Code that is lastly used for this supplier for all period.

For the new suppliers, we will
— use the most commonly used Account code within the last 3-month period.

To have GL codes automated, you shall,
— Correct the GL code on the invoice in QuickBooks if incorrect.
Once the invoice is “paid”, we will use this invoice as a guide for future invoices..

Q4. How to ensure correct invoice numbers get extracted

We use your QuickBooks suppliers’ data and invoice history to help find the correct invoice numbers. The success rate is very high.

If an incorrect invoice number was chosen:

(1) Correct this number in QuickBooks; or

Once this bill is paid, EzzyBills will see the change, and make it right next time for this supplier.

You may need to click “Refresh/Learn” in the EzzyBills user settings if you want EzzyBills to see the change immediately.

(2) Email to support@ezzydoc.com for help.

referencing the DocID number of the invoice (DocID: 7-digit number assigned by EzzyBills)

Q5. How to change user setting? 

To change, login to your EzzyBills account, and  click “Settings“. The Settings will be open in a new window. Mouse over each setting and a text tip will be displayed for your information. Make changes if required.  After making changes, make sure to click “Save Settings“.

Q6. What does EzzyBills support for QuickBooks Online Simple Start?  More

If you have a QuickBooks Online account that does not support bills (such as QuickBooks Online Simple Start), you will not be able to upload bills via EzzyBills.  When you try to upload an invoice inside your EzzyBills account or send to your EzzyBills email address, you will get an error. The solution is to process them as Expense Receipts (i.e. Spend Money transactions). Find out more

Q7. What does EzzyBills support for businesses not registered for GST or VAT? 

For businesses not registered for GST/VAT, there is an option of use zero GST/VAT rate for all transactions regardless what are stated on the invoice.

“Convert Invoice to Tax Free” is an EzzyBills Setting, under Advanced Options. If it is ticked, we will export all bills as Tax Free to QuickBooks. The invoice total will include the tax (but with tax code as tax free).

Q8. How to review bills or expenses I have processed to QuickBooks? 

QuickBooks Online does not have folders in the Expense area. Everything was in there. In order to help our QuickBooks customers, EzzyBills has an additional workflow, called Enable Review. You will find it in EzzyBills Settings, under Approval & Expenses. It is a post review, after the bills being sent to QuickBooks.  More

There is another great way to organise transactions under the QuickBooks Expense tab: use the MEMO field, and the filter and sort ability in QuickBooks. More 

Q9. How to use QuickBooks payment system, with EzzyBills invoice automation? 

QuickBooks Online is offering a new Bill Payment System for US users. You can use it along with EzzyBills Invoice Automation. So the steps will be 1) you upload/email a bill to EzzyBills (EzzyBills will create the bill in QuickBooks for you automatically) 2) you review the bill in QuickBooks and modify if required 3)Once the bill is reviewed/approved, schedule a payment for this bill in QuickBooks.  Find out more about QuickBooks new Bill Payment System 

Q10. Can EzzyBills extract invoices with double tax rates to QuickBooks (such as for Canadian users)? 

Yes, but not by default. To enable two tax rates, you will need to change workflow settings in EzzyBills. Find out more  This is relevant to some locations in Canada, where two non-zero tax rates (federal and local) are stated separately on invoices.