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Intuit

Import multiple invoices at once

Learn how to import multiple invoices to QuickBooks Online in one go.

What you can and can’t import

  • You can’t add discounts, credit notes, and negative amounts in general.
  • You can import a maximum of 100 invoices at a time and 1,000 row limit per spreadsheet.
  • You can import invoices with single or multiple line items.
  • You can also import a large volume of customers and suppliers or products and services.

Step 1: Prep your spreadsheet

Before you import your invoices, make sure everything looks good in your spreadsheet.

  1. Fill in the required columns:
    • Invoice number
    • Customer
    • Invoice date
    • Due date
    • Item amount
    • Item tax code

    Note: If your invoices have multiple line items, make sure each line entry has an invoice number, customer, invoice date, etc. just like in the sample spreadsheet.

  2. If you collect taxes, just add the tax rate in your invoices in the spreadsheet. When importing, you can map the tax codes you created into QuickBooks tax codes.
  3. You can map each of your column headings to the invoice fields during the import. Take a look at what's required to import invoices. Or you
    download this sample spreadsheet.
    Note: If your spreadsheet has new products or services it can be edited after importing.

    Step 2: Turn on custom transaction numbers

    If you use numbers to track your invoices, turn on custom transaction numbers in QuickBooks. If you don't turn this on, QuickBooks will automatically number the invoices for you.

    1. Go to the Settings ⚙ and select Account and Settings.
    2. Select the Sales tab. Then select Edit ✎ In Sales form content section.
    3. Select Custom transaction numbers.
    4. Select Save and then Done.

    Step 3: Upload your spreadsheet

    Upload your spreadsheet so you can start with the import.

    1. Go to Settings ⚙ and select Import Data.
    2. Select Invoices.
    3. (Optional) Under the Browse button, you can add new customers, products, and services.
    4. Select Browse and then find and select the spreadsheet of your invoices.
    5. Select Next.

    Step 4: Map your import fields

    Make sure your spreadsheet’s column headings match with QuickBooks fields.

    1. Map the column headers with invoice fields in QuickBooks. Fields with an asterisk (*) are required.
    2. Select Not applicable for any fields not in your spreadsheet.
      Note: If product or service isn’t added, QuickBooks populates with a generic item called "sales".
    3. Select the date format you used, like DD/MM/YYYY.
    4. Select Exclusive or Inclusive as your tax option.
    5. Select Next.

    Step 5: Import invoices

    After you map the fields, review the summary of your import. If everything looks good, select Start import.

    Once you’re done:

    • Select OK if all your invoices are imported.
    • If some invoices fail to import, note why, then select Done.

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