Importing invoices in QuickBooks Online (QBO) is one way to easily record your sales transactions one time, @wendy-wendy. I can provide you with details about why, sometimes, importing invoices is unsuccessful in QBO.
Before anything else, I'd like to know if there is an error message on your end when you import the invoices. This is essential information to make sure that we can provide you with the right resolution.
It is a prerequisite that whenever you import invoices in QBO, the products or services and customers are existing in the software if otherwise, you will need to add them first. Additionally, whether you use an existing spreadsheet or copy your invoice entries into a sample file provided by our system, it needs to meet these requirements:
- Each line item needs its own invoice number, customer, invoice date, due date, item amount, and item tax code.
- Each imported spreadsheet can contain up to 1,000 rows.
- You can import a maximum of 100 invoices at a time.
- You can't add negative charges, such as discounts or adjustment notes.
The spreadsheet, if it's in .csv format and must contain these formats:
- Invoice number
- Customer
- Invoice date
- Due date
- Item amount
- Item tax code
If you collect GST, just add the GST rate in your invoices to the spreadsheet. When importing, you can map the GST codes you've created into QuickBooks GST codes. You can check this article for more details about the format requirements: Import multiple invoices at once in QuickBooks Online.
Tracking sales transactions correctly is important since it is also a basis for how well our company is doing. Let me know if you have additional questions about importing invoices in QBO by leaving a comment below.
