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Jane Xiao
Level 1

How to modify sample invoice import in QuickBooks? To add Shipping date, tracking no., and BL# to upload

How to modify sample invoice import in QuickBooks? To add Shipping date, tracking no., and BL# to upload

sample invoice import.jpg

2 REPLIES 2
Fiat Lux - ASIA
Level 15

How to modify sample invoice import in QuickBooks? To add Shipping date, tracking no., and BL# to upload

Like this one?

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

 

You need an importer tool

https://get.transactionpro.com/qbo

 

Maybelle_S
QuickBooks Team

How to modify sample invoice import in QuickBooks? To add Shipping date, tracking no., and BL# to upload

Hello there, @Jane Xiao.

 

In QuickBooks Online (QBO), we can customize your template in Word and verify that your template fields match correctly with QuickBooks fields. Then, determine the text or fields that don’t change with each print. You may follow the steps in this article to be guided in reuploading and mapping your template: Import custom form styles for invoices or estimates.

 

Additionally, you can follow Fiat Lux - ASIA's answer.

 

I'm also adding this article to learn how to upload and add logos to your invoices, estimates, and sales receipts in QuickBooks Online: Customise logos on sales forms.

 

Please don't hesitate to add a comment below if you have any other questions. Have a great rest of the day.

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