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.
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.
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:
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!