If you’re using spreadsheets to record invoices and wish to start using QuickBooks to track them going forward, you can import them into QuickBooks using our Import your Invoice functionality.
Before you start, make sure that your excel spreadsheets are ready and in a format that is accepted by QuickBooks. You can download a sample here. If your file includes details of customers and/or products, they can be added in QuickBooks automatically, so you don’t have to manually create them.
Things to look out for
When you are ready
Can QB online import an invoice generated by another company who also use Quickbooks online. E.g. Company A imports a QBO generated invoice from Company B.
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Are you looking to use the invoice as a template for future invoices or are you looking to upload the invoice as a sales transaction?
I have lots of Company A sending to Company B, where I do the accounting for both. It would be so good to have a ‘direct invoice’ concept where it could flow from one QBO client to another directly. Obviously a mapping would need to go in place.
To answer your question directly, it would be a template for future use. It is a monthly recurring expense recharge.