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Level 2

How can I import my own PDF sales invoices to Quickbooks Online?

Hi, Have tailormade website backend portal to record, handle and issue customer sales invoices. 
I need to import all of the PDF customer sales invoices from my backend portal to Quickbooks Online daily or once a month. Is there a way just like I feed my supplier invoices via QuickBooks online custom email to my Quickbooks Online account?

1 REPLY 1
QuickBooks Team

How can I import my own PDF sales invoices to Quickbooks Online?

Good day, 9130 3496 0391 8576.

 

If you're using a third-party application for your invoices, you'll want to check if the software can be integrated on QuickBooks Online by following these steps:

 

  1. In your QuickBooks Online, go to Apps on the left panel.
  2. Type the name of the app on search field. If you see the app, click it to see the information.
  3. Click the Learn more button.

The other option is to look for a third-party application that can help convert your PDF invoices to Excel. Then, import the data by following these steps:

 

  1. Go to the Gear > Import data.
  2. Click the Invoice tile.
  3. Upload your CSV file and select Next.
  4. Map the columns and follow the on-screen instructions to finish the import.

You can read this article for reference: Import multiple invoices at once.

 

Once imported, you can start categorising your transactions. Here's an article for the instructions: Categorise and match online bank transactions in QuickBooks Online.

 

Please let me know if there's anything else you need. I'm always around to help out again. Take care and stay safe.