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February 14, 2020
Question

I need help setting up a invoice and Importing a Excel file to the invoice

  • February 14, 2020
  • 1 reply
  • 4 views
No text available

1 reply

Level 9
February 14, 2020

Hello @kellytec1,

 

You can create the Excel file of your invoices base on the following columns below:

  • Invoice number
  • Customer
  • Invoice date
  • Due date
  • Item amount
  • Item tax code

Once you've created the file, here's how you can import your invoices:

  1. Go to the Gear icon.
  2. Under Tools, select Import Data.
  3. Select Invoice.
  4. Map the columns of your invoices according to the QuickBooks fields.
  5. Click Start import.

Here's an article you can read to learn more about how you can create and import your invoices: Import multiple invoices at once.

 

You can also read this helpful article in case you need some ideas about other lists you can import: Common questions about importing data to QuickBooks Online.

 

Please touch base with me here for all of your QuickBooks needs, I'm always happy to help. Thanks for dropping by.