How to import invoice from excel with Custom Fields?

Hi there, @Luluwawa.

I'm here to help in importing your invoices with custom fields.

In QuickBooks Online (QBO), there are required invoice fields when importing that you need to use. Thus, your custom fields should match what's in QuickBooks for you to import successfully. 

For guidance, you can download this sample spreadsheet to map each column headings.

Once you're done reviewing your spreadsheet and is ready for upload, here's what you'll need to do.

1. Click the Gear icon at the top.
2. Select Import Data.
3. Choose Invoices.
4. (Optional) Under the Browse button, you can select the checkboxes to add new customers, products, and services that don't already exist in QuickBooks.
5. Click Browse and then find and select the spreadsheet of your invoices. 
6. Click Next.
7. Map your fields, then click Next.
8. Click OK, then Done.

For more details about this process, see this article: Import multiple invoices at once.

To learn more about importing data in QBO, here's a link that you may find helpful: Common questions about importing data to QuickBooks Online.

Let me know if you have any other concerns or questions. I’ll be right here to answer them for you. Have a great rest of the day.

@Luluwawa 

Utilize the exporter tool to map your data fields. Then use the same template to import your data later.

https://transactionpro.grsm.io/qbo

Hi, refer to my import data mapping image. under the Quicksbook field cant see my custom fields.

Hello there, @Luluwawa.There are a few possible reasons for this issue.  I can provide you troubleshooting steps you can try to help you import your invoice.

Ensure that your custom fields are set up correctly in QuickBooks and double-check the column headers in your Excel file. The column headers should match the exact names of the custom fields in QuickBooks. Any slight variation in spelling or capitalization can cause QuickBooks to not recognize the custom fields during the import process.

Additionally, verify that you are using the correct import template or mapping file. QuickBooks may require a specific file format or template for importing data, including custom fields. Check the QuickBooks documentation or support resources to ensure you are using the correct template.

Make sure you are using the latest version of QuickBooks. Updates and patches are released periodically to address bugs and improve functionality. Updating to the latest version may resolve any issues related to custom fields not appearing during the import process.

I'll be adding these articles for future purposes:

• Customise invoices, estimates, and sales receipts in QuickBooks Online
• Add and manage customers in QuickBooks Online

Feel free to reach back to us if you need help managing sales forms or customer information. I'll be sure to reply as soon as possible. Stay safe!