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Importing invoices to QBO

Try to import invoices from another software. I have completed all the sample invoice CSV and all information are where they should be. The import is looking as successful AND each customers have each relevant invoices attached to their account. However the invoices are no where to be shown within the invoices field. Is that something normal? 

Best answer 09-25-2018 06:18 AM

Accepted Solutions
QuickBooks Team

Re: Importing invoices to QBO

So on the last page of the upload process it should advise on what has been created to add the Invoices/Bills what did it show upon upload? You can also view the Audit Log of your account by going to the Cog Wheel in the top right corner of your dashboard this may be able to show you where the newly added Invoices are located.

13 REPLIES 13
QuickBooks Team

Re: Importing invoices to QBO

Hello Bipouet_fr,

 

Welcome to Community.

 

Really sorry to hear of the troubles you are having trying to import your invoices into QuickBooks Online. Can I please confirm which program you are using to import your Invoices are you using the Invoice and Bill Import QuickBooks Labs add on or are you using another Third Party App from the app section of QuickBooks Online?

 

Thanks.

 

Experienced Member

Re: Importing invoices to QBO

I have uploaded all invoices and data to the CSV sample template. I have not been using any app or third party company to do so. 

From the Sample invoice csv. I clicked in import invoices and followed the instruction on screen. The customers do have the invoices to their name with all correct information related to them. BUT the invoices tab is showing empty. I have tried to hook up with a third party to see if I could extract the invoices anyway. But it is not visible either and even worst I do not have any of the transactions reported the each customers unlike on QBO

QuickBooks Team

Re: Importing invoices to QBO

Could I please confirm which version of QuickBooks you are using whether this is the Desktop product or our QuickBooks Online product?

 

Can you please send some screenshots of where you uploaded your Invoices please so I can try and help you further.

 

Thanks,

Experienced Member

Re: Importing invoices to QBO

I am using QBO which is short for QuickBooks Online I have seen. Are those messages private. 

QuickBooks Team

Re: Importing invoices to QBO

So on the last page of the upload process it should advise on what has been created to add the Invoices/Bills what did it show upon upload? You can also view the Audit Log of your account by going to the Cog Wheel in the top right corner of your dashboard this may be able to show you where the newly added Invoices are located.

Experienced Member

Re: Importing invoices to QBO

Thanks 

 

They do feature here but still no showing within the invoices tab as they should be. See the attachment. 

Experienced Member

Re: Importing invoices to QBO

My bad they were older invoices with an older date I had to change the view as I could only see 365 days of those invoices. 

 

Thanks for the help ;-)

QuickBooks Team

Re: Importing invoices to QBO

No worries I'm glad you have found your Invoices. :-)

 

 

Intuit

Re: Importing invoices to QBO

Hi, @Bipouet_fr!

 

Welcome to the UK QB Community, it's great to have you here. I am really pleased you had your query resolved and you worked it out. Smiley Very Happy

 

I would love to know more about what you do. Are you an accountant/small business owner/self-employed?


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Experienced Member

Re: Importing invoices to QBO

I am subscribed to QBO Plus UAE Version I have access to import bank, customers, suppliers and services but not invoices. QBO plus is the highest subscription for me. Please help, Urgently.

QuickBooks Team

Re: Importing invoices to QBO

Hi Anniecane,

 

Currently, we let our clients use third-party apps to import transactions in QuickBooks Online. You can find one in the on the internet.

 

You can always join us back here if you need anything else.

Active Member

Re: Importing invoices to QBO

 Jess is there any info from intuit as to how these 3rd party apps are able to import these invoices into QBO?  I'd like to know as I develop software for my company that integrates reports from quickbooks and I'd like to create an easy way to do finance charges on past due bills.  

QuickBooks Team

Re: Importing invoices to QBO

Hey there, C3H8.


Allow me to step in for a moment and share some information about integrating third-party apps.


The data that QBO receives is dependent upon what the third-party application sends over to us. In regard to how they import invoices, the process depends per application.  


We have a separate forum where you can interact with fellow developers, product experts, and engineers, so I encourage posting this question to our Intuit Developer Community. They have developer tools and resources available to help you find ways on how to do finance charges for past due bills.

 

This information should you point in the right direction developing a software to sync with QBO.

 
Stay in touch if you have additional questions about QBO. I'll be around to help you. Wishing you continued success.