You can upload bills to OFX using three main methods:

• Drag-and-drop upload in the Bills section.

• Emailing invoices to your unique OFX bill upload address.

• Syncing approved bills from integrated accounting software (e.g. Xero or QuickBooks Online).

Next Steps

1. Log in to your OFX account.

   • Ensure you have the necessary permissions to access and manage bills.

2. Navigate to the Bills section.

   • Go to Bills from your main dashboard or menu.

3. Choose your upload method: a. Manual Drag-and-Drop Upload:

   • In the Bills section, click on “Upload bills”

• Drag and drop your bill files (PDF or image file) directly onto the upload area.

• Alternatively, use the Upload button to select files from your computer.

• Wait for the confirmation message that your bill has been uploaded.

• Note: If your bill does not appear immediately, perform a hard refresh of your browser to update the list.

4. Refer to the following articles for details on how to create a bill via Email: Can I create a bill by emailing my invoice?

   c. Upload via Accounting Software Sync:

   • Ensure your integration with Xero or QuickBooks Online is active.

   • Approved bills in your accounting software will sync automatically to OFX.

   • Check the Bills section for synced items.

5. Confirmation:

   • Uploaded bills will appear in your Bills Draft list. If not, refresh your browser.

6. Follow-Up Actions:

   • Review uploaded bills for accuracy.

   • Assign account codes, departments, or other details as needed.

   • Submit bills for approval or schedule payments as required.

   • Regularly check your integration status if using accounting software sync.

Why is this important

Uploading bills efficiently helps streamline your accounts payable process, reduces manual data entry, and minimizes errors. Using OFX’s bill upload features ensures your bills are captured accurately, can be reviewed and approved quickly, and are ready for payment or further processing. This supports better cash flow management and saves valuable time for your business.

Related FAQ Articles:

• Can I create a bill by emailing my invoice?