Import Paige invoices into QuickBooks Online from CSV
Export a batch of invoices from Paige, open the one-row-per-document CSV, and load it with QuickBooks Online's own bill importer — mapping Paige's columns to vendor, dates, bill number, account, and amount. No automation platform, no subscription; PDFs are attached by hand if you want them.
Before you begin
- QuickBooks Online on a plan that shows Bills under Settings > Import data (if it isn't there, your plan or region doesn't include bill import — use the Zapier or Make path)
- Vendors and the expense account already set up in QuickBooks
- A Paige scan job with an invoice document type whose fields include vendor name, invoice number, invoice date, due date, and total
At the end of this guide, a batch of invoices that Paige read becomes a batch of bills in QuickBooks Online in one import — vendor, dates, bill number, account, and amount filled from Paige's CSV — with no automation platform and nothing to keep running.
This is the batch route. Paige's export produces a CSV with one row per document and one column per field; QuickBooks' importer takes exactly that, with a mapping step so column names don't have to match. What it won't do is attach the PDFs — the importer has no attachment column. Attach them by hand from the bill afterwards, or use the Zapier or Make path, which attaches automatically.
Step 1 — Get the CSV out of Paige
Either let Paige write it to an SFTP folder, or download it:
- Download: in Paige, open Documents, click Export, and in the Export Documents dialog choose the Scope (a batch or all batches), the Filters (Reviewed only, Field Data with fields, Status not yet exported — so you don't import the same invoices twice), tick Download under Destinations, and confirm. Paige emails a link when the download is ready; the zip contains the PDFs and the data files, including the one-row-per-document CSV.
- SFTP: set up the FTP card under Settings > the scan job > Export as in the general export guide, and turn on Generate combined metadata file so each export run also writes the combined CSV.
Open the CSV in Excel or Google Sheets. What you should see: a header row with the PDF file name, the document type, and one column per Paige field — Vendor Name, Invoice Number, Invoice Date, Due Date, Total — then one row per invoice.
Step 2 — Tidy the CSV for QuickBooks
QuickBooks needs, per bill: Bill no., Vendor (labelled Supplier outside the US), Bill date, Due date, Account, and Line amount — and every bill needs at least one line. Your Paige columns cover all but the account:
Add an Account column and fill it with the expense account name you post invoices to (the same for every row is fine).
Check that each Vendor Name matches a vendor in QuickBooks exactly. QuickBooks will reject rows whose vendor doesn't exist unless you let the importer create vendors.
Check the dates are all in one format (Paige exports them as printed; a mix of
08/28/2026and2026-08-28will trip the importer). Pick the format you'll tell QuickBooks about.Remove currency symbols and thousands separators from Total so it's a plain number.
Keep the file to 100 rows or fewer per import — Intuit's recommended maximum.
Save as CSV.
Step 3 — Import
In QuickBooks Online, go to Settings ⚙ > Import data > Bills.
Browse to the CSV and open it.
In the mapping step, match each QuickBooks field to your column: Bill no. ←
Invoice Number, Vendor ←Vendor Name, Bill date ←Invoice Date, Due date ←Due Date, Account ←Account, Line amount ←Total. Choose your date format, and, if tax applies, whether amounts are tax exclusive or inclusive.Review the preview and import.
What you should see: a summary of bills imported. Each appears under Expenses > Bills with the vendor, dates, number, and one line at the total.
Step 4 — Attach the PDFs (optional)
Open each bill, and under Attachments add the matching PDF from Paige's export (the CSV's file-name column tells you which PDF is which). If you'd rather never do this by hand, that's the case for the automation path.
When it doesn't work
| Symptom | Where to look |
|---|---|
| Bills isn't listed under Import data | Your plan or region doesn't include bill import. Use the Zapier or Make path. |
| Rows rejected for the vendor | The name doesn't match a QuickBooks vendor. Fix the spelling in the CSV (and in Paige's field during review next time). |
| Rows rejected for the date | Mixed or unexpected formats. Make every date the same and choose that format in the import. |
| Amount imported as 0 | A currency symbol or comma in the number. Clean the column. |
| Same invoice imported twice | Use Paige's Status: Not Exported filter when exporting, and export each batch once. |
If the Paige side is the problem — a field consistently misread — improve its extraction guidance: Write extraction guidance the AI can follow.