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Do we need to map field everytime when import invoices??

 
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QuickBooks Team

Re: Do we need to map field everytime when import invoices??

Hello,


This is an interesting question. Importing your data to QuickBooks Online is an awesome feature that saves you time and effort. When importing invoices, the system will recognize the columns that are named according to the QuickBooks Online defaults. These fields will be mapped automatically if the following column headers are used (the fields marked with * are mandatory):

  1. *Invoice number
  2. *Customer
  3. *Invoice date
  4. *Due date
  5. Item amount
  6. Item tax code
  7. Terms
  8. Service Date
  9. Item (Product/Service)
  10. Item Description
  11. Item Quantity
  12. Item Rate
  13. *Item Amount
  14. Memo

If you use different column headers, then you'll have to manually map the fields while importing the transactions. To know more about how to import invoices in QuickBooks Online, check this detailed article: https://quickbooks.intuit.com/learn-support/en-ca/help-articles/import-invoices-in-batches/01/338729.


Let me know if you have any other questions.