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2020-03-20 14:51:43updatesEnglishImport Invoice to QuickBooks: Bring various vendor’s invoices to QuickBooks easily. QuickBooks ‘Import data’ helps you to achieve...https://quickbooks.intuit.com/in/resources/updates/import-invoice-to-quickbooks/How to Import Invoice to QuickBooks

How to Import Invoice to QuickBooks

1 min read

Bring various vendor’s invoices to QuickBooks easily. QuickBooks ‘Import data’ helps you to achieve this. Learn how.

If you’re often multitasking and wearying over multiple vendor invoices, then we’re here to save the day. With QuickBooks, now efficiently import multiple invoices from various e-commerce platforms, all in one shot!

QuickBooks paves way for easy trading with the following features.

  • Professionalized invoices– Design and customize invoices from an array of existing invoice templates or upload your own design template.
  • Import invoices from 3rd party vendor sites– Make trading hassle-free by importing multiple e-commerce invoices in bulk, and tracking their status.
  • GST-compliant invoices– Create and send GST-compliant online invoices to 3rd party accounts

Set up this feature in QuickBooks, using the following steps:

    • Login to your QuickBooks account
    • Go to ‘Settings’ gear icon on the QuickBooks Dashboard and click on ‘Import Data’ under the ‘Tools’ option.

import invoice

  • Import your invoices in bulk using the Green ‘Invoices’ option
  • For more clarity, a sample format is available along with a preview option. Read the import guide, check the preview, and download the example first. Then ‘upload the csv file’ by browsing through your local drive or from other location. Ensure there are no blank spaces in the csv file for each column. Click Next.

importing invoice

  • Now map all the mandatory fields that are highlighted in “Red” colour.

import invoice

  • Once you map all the fields, this is how it will look:

importing invoice

 

  • Map the tax codes and you’re done

importing invoice in quickbooks

Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.

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