cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
BrianQW
Level 2

How to add class to invoice import template?

I want to use quickbooks invoice import data feature, but the template provided does not have a field for 'class'. Can it be added?
8 Comments 8
johnnie2
Level 1

How to add class to invoice import template?

I need to link classes or location to specific customer so I can pay commission %.

I need it to be minus tax or shipping cost.

Trish_T
QuickBooks Team

How to add class to invoice import template?

Hi BrianQW,

 

Thanks for reaching out here.  I can see how beneficial it would be to include classes, when importing invoices to QuickBooks Online.  However, this option isn't available at this time.  to learn more about preparing your spreadsheet, so you can import multiple invoices at once, click here.  Please don't hesitate to submit a suggestion to our Development Team, if you would like to see the ability to import your spreadsheet with classes, in future updates.

 

Feel free to reach back out with other questions.  We'd be happy to help!

 

 

johnnie2
Level 1

How to add class to invoice import template?

Why is being suggested to use track locations or classes , to link to a commission?

johnnie2
Level 1

How to add class to invoice import template?

want to link a specific customer to a salesperson and their commission

Trish_T
QuickBooks Team

How to add class to invoice import template?

Hi johnnie2,

 

Thanks for joining us here.  I can see the importance of being able to use classes to link customers to a specific sales person, so you can include a percentage for commission.  Although you can use classes to track income and expenses by business segment, it may not be the best fit for your business needs.  QuickBooks Online has many other valuable features, for accomplishing your bookkeeping goals.  I recommend reviewing this helpful guide, so you can select the best option.  I also suggest speaking with an accounting professional for their expertise and best course of action.  If you don't have an accountant, we can help you locate a ProAdvisor in your local area.

 

Please don't hesitate to ask other questions.  We're here for you!

johnnie2
Level 1

How to add class to invoice import template?

Thanks for help, 

does alot of it link to payroll and link employee to new customer?

JamesM4
QuickBooks Team

How to add class to invoice import template?

Hello johnnie2. I'd like to make sure I'm on the same page as you so I can assist you better. Could you elaborate or rephrase your question above? 

Fiat Lux - ASIA
Level 15

How to add class to invoice import template?

@johnnie2 

You can prepare your Invoice data with following template

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!     0NYNNY12Shipping 0.02  Y MP3 PlayerBlue MP3 Player255  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!     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!     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!     0YNNNY      Y HandheldsPortable Game Player1100  TAX

 

then use an importer tool to proceed

https://get.transactionpro.com/qbo

 

Need to get in touch?

Contact us