HOW-TO

How to import bill records from a CSV into AccountRight

Short answer

In AccountRight, use the import template for bill records. Fill one row per line, keep the same invoice number on every line of a bill, test with a few rows, then import.

Last checked

Importing bills from a CSV means loading many supplier bills into your accounting system from one spreadsheet instead of typing each one.

Before you start

  • Admin access

The AccountRight way

Where to find it: File menu > Import/Export Assistant > Import data

  1. Make a backup of the company file.
  2. Save your purchases in a tab-delimited or comma-separated text file ending in .txt. Fields marked with an asterisk must be matched.
  3. Go to File > Import/Export Assistant, select Import data and click Next, then choose the purchase type (Service, Item, Professional or Miscellaneous purchases).
  4. Browse to the file, choose the file format and how to handle duplicate data, then match the fields.
  5. Click Import and check the Import Log report for rejected records.

Limits in AccountRight

  • The import list marks Service purchases and Pay bills as Not Basics.
  • Duplicates can be rejected or added. Updating existing records is not offered for every record type.

Good to know in AccountRight

  • You can make an import template by exporting purchases from the sample company file.

Common mistakes

  • Importing without a backup of the company file.
  • Leaving a field marked with an asterisk unmatched.

More help

Sources

Last checked 2026-10-19. Confidence: confirmed.

Common questions

How do I import purchases into AccountRight?

Go to File > Import/Export Assistant and select Import data. Choose the purchase type, browse to your .txt file, choose the file format and how to handle duplicates, then match the fields.

What should I do before I import?

Make a backup of the company file. Save your purchases in a tab-delimited or comma-separated text file ending in .txt. Fields marked with an asterisk must be matched.

How do I see which records were rejected?

Click Import and check the Import Log report for rejected records. Duplicates can be rejected or added.

Can Pulsify import a CSV of bills?

No. Pulsify reads invoice documents. Forward each invoice to your Pulsify address and approve it.

Pulsify setup guides

Want this done for you?

Book a call to see how Pulsify handles supplier bills in AccountRight.

Start free trial Book a call