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Longchau3454
Level 1

bulk import invoices

cannot click next on final step importing bulk invoices

3 Comments 3
GlinetteC
Moderator

bulk import invoices

The next button will be unclickable on the final step if QuickBooks detects an error in your CSV data, Long.

Let's ensure that the column mapping aligns with QuickBooks fields and that the file meets these requirements to avoid issues during the import process:
 

  • 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.

 

Here's a comprehensive guide to help you successfully import multiple invoices at once into QuickBooks Online.

 

You can also check this article for additional information about uploading files to QuickBooks: Common questions about importing data to QuickBooks Online.

 

Recording customer payments in QuickBooks is also essential for keeping track of your sales. Check this article for your guide: Record invoice payments in QuickBooks Online.

 

Feel free to share any additional details below if you need further support with the importing process. We're here to assist you.

Kelly_van
Level 1

bulk import invoices

I have the exact same issue. I have used the downloadable example as a template I have mapped ALL my fields correctly and it still isn't working. 

Previously I have been able to import data with no issues whatsoever. Also I have tried using previous files that DID import previously correctly.

If I choose GST I am unable to click the NEXT button. If I choose Out of Scope I can proceed but then the import fails. 

I have copied and pasted ALL THE DATA to a brand new excel file saved as an xls for myself and csv for QBs. I can not get past the NEXT button. 

I was told this was being worked on and others had reported it but there is nothing on the outages page for Australia which I find really frustrating. 

Along with the canned answer reponse which is the same information that is available on your website. I was also told I would be given updates via email on this issue and all I have received is an email about upcoming changes in July.

Carneil_C
QuickBooks Team

bulk import invoices

We understand how important it is to import your invoices into QuickBooks Online (QBO), Kelly. I'll guide you to the appropriate support team to assist with the issue preventing you from clicking the Next button while importing your invoices.

 

To provide the best assistance, I recommend contacting our live Customer Support Team. They can offer direct help and keep you updated on the progress. While we don't currently have an ETA for resolution, please know that we're prioritizing this matter.

 

Follow the steps below to contact them:

 

  1. Go to the Help icon on the top menu.
  2. Select the Search tab and enter your concern. For instance, enter help.
  3. Click the Contact Us button and choose between Chat or Callback to connect with us.

 

In addition, you can find our operating hours under QuickBooks Online in this article: Get help with QuickBooks products and services.

 

Additionally, if you want guidance on matching transactions to better organise your business, you may find this article helpful: Find, categorise, and edit transactions in QuickBooks Online.

 

I'm still ready to back you up if you need more help with invoices or other QBO-related queries. I'll keep the thread open for you, Kelly, so you can reach out any time.