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api11
Level 1

Can you import invoices with class specified?

I want to import a bunch of invoices at once using the CSV import, but I see no option to specify class.
5 Comments 5
JamesM
QuickBooks Team

Can you import invoices with class specified?

Hi there, 

 

The good thing about QuickBooks is you can import multiple invoices at once. The following information is also imported:

  • Can import a maximum of 100 invoices at a time and 1,000 row limit per spreadsheet.
  • Can import invoices with single or multiple line items.
  • Can also import a large volume of customers and vendors or products and services.

However, at this time, the option to import invoices with classes isn't available. One workaround, would be manually assigning classes when they're imported or you can consider checking out third party applications which will help import the invoices with classes. To do this, visit the QuickBooks App Center through this link https://apps.intuit.com/.

 

Additionally, to learn more about importing invoices, you can check out this reference:Import multiple invoices at once.

 

 In case you have other questions, feel free to contact our support team using this link here.

Fiat Lux - ASIA
Level 15

Can you import invoices with class specified?

Utilize the trial period of TPI for QBO

https://transactionpro.grsm.io/qbo

 

The template should be like this

RefNumberCustomerTxnDateDueDateShipDateShipMethodNameTrackingNumSalesTermLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailBillEmailCcBillEmailBccCurrencyExchangeRateDepositToBePrintedToBeEmailedAllowIPNPaymentAllowOnlineCreditCardPaymentAllowOnlineACHPaymentShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order![email address removed][email address removed], [email address removed]   0NYNNY12Shipping 0.02  Y Leather CaseLeather Case210  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order![email address removed][email address removed], [email address removed]   0NYNNY12Shipping 0.02  Y Gift CardsGift Cards25  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order![email address removed] [email address removed]  0YNNNY      Y HandheldsPortable Game Player1100  TAX
Tarra48
Level 1

Can you import invoices with class specified?

I also want to import invoices with classes.  I have just upgraded my subscription to Plus so that I can use classes, but now find that I cannot import invoices with the class specified, so back to manual entry!  Will this be added or do I need to go back to the drawing board?

Fiat Lux - ASIA
Level 15

Can you import invoices with class specified?

@Tarra48 

You need to utilize the importer tool as I mentioned earlier. 

Accountant84
Level 1

Can you import invoices with class specified?

This functionality still does not seem to be available 3 years later. Why have QuickBooks developers not added this functionality. This is a major drawback in efficiency

 

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