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Level 1

How to import more than 100 invoices from excel file to QuickBooks Premier Edition 2013?

Hi,

 

Kindly advise how to import more than 100 invoices from excel file to QuickBooks Premier Edition 2013.

Appreciate your prompt reply.

Have a nice day. 

 

Thank you. 

5 Comments
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Moderator

How to import more than 100 invoices from excel file to QuickBooks Premier Edition 2013?

Hello there, JaneJJ.

 

QuickBook Desktop has an option to import your transactions by batch such as invoices. We can use the IIF file to do it. You'll have to export export the IIF file from QuickBooks and use it for reference. Then, import a different IIF file were the invoices are added.

 

Before that, I'd recommend creating a backup copy of your company file: Back up your QuickBooks Desktop company file.

 

After that, you can use this link for the step by step process on how to export and import the file: Export, import, and edit IIF files.

 

Aside from that, you can also look for a third-party application that can import your invoices directly to QuickBooks Desktop.

 

Let us know if you need anything else.

Highlighted
Level 1

How to import more than 100 invoices from excel file to QuickBooks Premier Edition 2013?

Hi,

Is there a simple IIFF file with headers 1) Customer Account number 2) Invoice number 3) Invoice date 4) Taxable amount 5) Tax code 6) Non-taxable amount?

 

Quickbooks will auto calculate tax and total invoice amount?

 

Thank you. 

Highlighted
Moderator

How to import more than 100 invoices from excel file to QuickBooks Premier Edition 2013?

You can edit the IIF file, JaneJJ.

 

Here's how:

  1. In Microsoft Excel, go to File and select Open.
  2. Browse to your IIF file.
  3. In the File type drop-down, select All Files.
  4. Select the IIF and then select Open.
  5. In the Text Import Wizard, select Next, then Next and Finish.
  6. Make the changes to your IIF file.
  7. Go to the File menu and select Save.
  8. Select Yes.
  9. Close Excel. You'll get a prompt to save the IIF again. Select Don't Save.

QuickBooks Desktop will calculate the taxes based on your set up. Make sure to set up your taxes correctly so whenever you create your transactions, QB is calculating them correctly.

 

Please visit the IRAS website for Customer Accounting for more information, or speak with your Accounting advisor.

 

Let me know if you have other questions.

Highlighted
Level 1

How to import more than 100 invoices from excel file to QuickBooks Premier Edition 2013?

Hi,

 

I tried, but there is an error for taxable sales with 7% GST, zero-rated sales with 0%. 

Anyone tried to import the invoice iiff file before, could you pls advise me?

Appreciate your prompt reply. 

 

Thank you. 

Highlighted
Level 14

How to import more than 100 invoices from excel file to QuickBooks Premier Edition 2013?

@JaneJJ 

If you are not familiar with IIF, utilize one of these importer tools

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

Prepare the Invoices data with following template

CustomerTransaction DateRefNumberPO NumberTermsClassTemplate NameTo Be PrintedShip DateBillTo Line1BillTo Line2BillTo Line3BillTo Line4BillTo CityBillTo StateBillTo PostalCodeBillTo CountryShipTo Line1ShipTo Line2ShipTo Line3ShipTo Line4ShipTo CityShipTo StateShipTo PostalCodeShipTo CountryPhoneFaxEmailContact NameFirst NameLast NameRepDue DateShip MethodCustomer MessageMemoCust. Tax CodeItemQuantityDescriptionPriceIs PendingItem Line ClassService DateFOBCustomer Acct NoSales Tax ItemTo Be E-MailedOtherOther1Other2Unit of MeasureAR AccountCurrencyExchange RateSales Tax Code
Anne's Bakery01/09/2020100    Y15/09/2020Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA(123) 456-7890          NonCabinets10Cabinets1000              Non
Anne's Bakery01/09/2020100    Y15/09/2020Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA(123) 456-7890          NonHardware10Hardware50              Non
John's Barber Shope02/09/2020101    Y15/09/2020John's Barber Shope1 Main Street  AnytownNY12345USAJohn's Barber Shope1 Main Street  AnytownNY12345USA(999) 888-8888          NonBlueprints1Blueprints500              Non