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I am a bookkeeper, and I have a client who uses Houzz Pro. Each month, more than 80 invoices are generated in PDF format. However, when I convert them to CSV to upload to QuickBooks , Qb platform reads the data incorrectly, and I can't correct the errors to properly add the invoices. Since Houzz Pro and QB do not sync in Canada, is there an efficient way to transfer this data from Houzz Pro to QB without having to manually enter the invoices, or is there a tool that can streamline this process?"
Thanks for reaching out, @Bchipock. We can review the data in your CSV file and ensure everything maps correctly. This is to ensure your invoices are imported seamlessly into QuickBooks Online (QBO) without error.
Before importing invoices, ensure your CSV file is free from special characters and any blank columns or rows. This will help QuickBooks read the data correctly. You can read the detailed instructions found in this article: Import multiple invoices at once in QuickBooks Online.
Moreover, you can utilize third-party tools to help bridge the gap between Houzz Pro and QuickBooks, reducing manual entry and potential errors. These tools can automate the data transfer, making your bookkeeping more efficient. You can explore these options in QuickBooks Apps or search online for compatible solutions.
You can also get answers to some frequently asked questions about importing data to QuickBooks. It provides valuable guidance and clarity on how to efficiently manage and transfer your financial information into the software.
Want to discuss other QuickBooks-related topics aside from importing invoices? Drop your comment below so we can address it. Giving you the information you need and helping you achieve your task is our priority.
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