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juan7
Level 1

How do I import a report produced by the software Agendrix into Quickbooks so I can produce an invoice?

 
2 Comments 2
AddieC
QuickBooks Team

How do I import a report produced by the software Agendrix into Quickbooks so I can produce an invoice?

Hi there, 

 

Thanks for reaching out to us here in the Community. I'd be happy to help answer your question about importing data into QuickBooks Online. 

 

You're able to import the following data into QuickBooks Online:

  • Bank Data
  • Customers
  • Suppliers
  • Chart of Accounts list
  • Products and Services
  • Invoices
  • Bills

At this time, importing reports isn't available. I'm unfamiliar with the software Agendrix, but perhaps you'd be able to import some of its data through a third-party app. The app would have to be compatible with QuickBooks Online. You can explore a list of compatible apps here: https://apps.intuit.com/app/apps/home.

 

Here's some more helpful information regarding importing and exporting files into QuickBooks Online: Import or export MS Excel files.

 

I hope this helps clear things up for you. Let me know if you've got questions.

 

Have a great day!

Anonymous
Not applicable

How do I import a report produced by the software Agendrix into Quickbooks so I can produce an invoice?

hi @juan7 ,

Why do you still need to import something to QBO manually? 

https://www.agendrix.com/integrations/quickbooks

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