Import your invoices and bills to QuickBooks

Hi

I have a client who is using QB desktop 2016. She needs to import a list of excel (or csv) sales invoices. Is it possible to do it in this version?

Thank you. Magda

Yes, we can import invoices to QuickBooks Desktop using an Intuit Interchange Format (.IIF) file, Magda.

If your client's third-party application provides an .IIF file format of the data, here's how to import it to QuickBooks:

1. Sign in to your company file as the Admin.
2. Click the File menu at the top and select Switch to Single-user Mode.
3. Click the File menu again and select Utilities.
4. Select Import and choose IIF Files.
5. Look for the .IIF file and click Open.
6. Click OK.

You can also use this article for reference: Export or Import Intuit Interchange Format (.IIF) Files.

Otherwise, you'll need to look for a file converter online. Then, follow the steps to import the file again.

Let me know if you have follow-up questions about this. Have a great day!

Is it possible to import estimates into Quickbooks online?

@John_Baxter 

Utilize the importer tool

https://transactionpro.grsm.io/qbo

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

Hope it helps.

Hey John_Baxter,

There is no facility to import estimates into QuickBooks at present, we'd be grateful if you could share your interest in this by going to the Cog Wheel > Feedback within your account.

Thanks 

Hi,

Can I change the MAP Fields on QB? When I import I want to include the Class, Location, Ref No and catagory. Can I simply add these columns to the template and import?

Hello, Gekko.

Changing the ma fields in QuickBooks Online is unavailable. I like your idea. This is a great suggestion that I can send to our software engineers. I'm  making sure to forward the information you've shared here.

Our engineers will evaluate your suggestion. This way, adding this feature might be included in the next product updates.

The Community is always her if you have follow-up questions. 

Thank you for reply.

Another query

I have imported bills from excel to QB, however these are inventory bills, how do I apply the bills to the inventory (section) account on QB? So my bill states that I have purchase 10 items, I can see it under supplier credit account but thus far my inventory has not increased b 10. Is importing a bill not the way to go?

@Gekko 

Utilize the importer tool as I have mentioned above to adjust the quantity of inventory.

Hi Gekko

You are not able to update the inventory when you import the bills. If you already have the inventory created in QuickBooks you will have to update the stock quantity manually. If you have not created the inventory you will have to either manually enter the inventory or import it using an Excel/CSV.

The template for mapping field to be import

item receipt

item receipt with bill

inventory adjustment

Hello,

I have exported invoices from QB client (paid for licence) and want to import them to QB Accountant. The process does not go smooth. It asks for mapping and there are some unidentified symbols in there, which you can't read. Why exporting from QB and importing into QB is not straightforward?

What shall I do now?

Please advise.

George

Hello there, KTR Consultants.

Let me share details about the exporting and importing process in QuickBooks. This way, you'll be able to determine the right thing to do to successfully import your client invoices to your QB Accountant account.

Exporting and importing procedures isn't a straightforward task. It's because the exported and imported files have different mapping guidelines.

Based on the license you've mentioned above, it seems that you're using the QB Accountant version. You can export and import your client's invoice transaction using the CSV format, IIF, and Excel files. 

Please note that you can't undo information you import, you need to make a backup copy of your company file for future use.

Once ready, let's now import your client's transactions to your QB Accountant account. In case you're using a CSV file, you need to install the QuickBooks Import Excel and CSV toolkit to first before performing the import process. Here's how:

1. Open the file download window for the toolkit.
2. Select Save.
3. Go to your Windows Desktop, then select Save.
4. Double-click QuickBooks_Import_Excel_and_CSV.exe on your Windows desktop to open the WinZip Self-Extractor window.
5. Select Browse.
6. Choose the folder where you want to install the toolkit (such as your Desktop), then OK.
7. Select Unzip to extract the contents.
8. Click Close to close the WinZip Self-Extractor window.
9. Open the QuickBooks Import Excel and CSV folder from the location you selected in step 6.

To learn more about the exporting and importing process, kindly refer to this article: Import and export data in QuickBooks Desktop. It provides an overview of the procedure, ways, and things you need to keep in mind when you import or export data.

Please let me know if you have other concerns. I'm just around to help.

I need also to add customer and class to my downloads .  Is this now available

Hi Jue62

If you are referring to being able to add customers and class to the product & services that you want to import you are not able to do this, you would have to allocate the class and product and services to your transactions once imported.

I am trying to get started with quickbooks - I'm unable to link TSB accounts to quickbooks so I have downloaded the first quarter statements but it will still not download due to an error with the format.  I originally took out the basic package and it did it automatically - now I have paid for an upgrade and can't do it - can you help?  sam

it won't allow me to import due to a format error

Hi Jamesallan007,

Thanks for joining us on this thread. 

Do you have the file saved as a CSV? The file which you are importing should contain 3 or 4 columns, as below:

Option 1 - Date, Memo, Money In, Money Out

Option 2 - Date, Memo, Balance

You'll need to make sure that the date on the file is in the same format as the one you're selecting during the import in QuickBooks, e.g. dd/mm/yy.

You can see our guide here for tips on fixing bank upload errors - please get back to us below if you're still having trouble with this. :thumbs_up: 

Hi, 

Its time to increase the limits maximum of 100 invoices at a time and 1,000 row limit per spreadsheet as its been years now and many business does have stuck with these limits. 

Hope QuickBooks Team will understand this concern and do the needful in respect of the same. 

Thanks for joining this conversation, @asha_kanta_sharma.

While the option to import more than 100 invoices and 1000 rows of spreadsheet is currently unavailable in QuickBooks Online (QBO), rest assured that I'll pass along your suggestion to our Product Developers. They're always looking for ideas to consider on how to improve QBO.

In the meantime, I recommend visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features.

Just in case, I'll add this article for future reference: Import your invoices into QuickBooks.

Please leave a comment in this thread if you have any other questions or concerns. I'm always here to help. Take care and have a great day!

I use QB Pro 2016 Desktop.

I am not seeing where it is available to upload open invoices for customers and vendors.

Am I missing it?

@jtetlak 

You may utilize the IIF feature to do so. If you are not familiar with it, consider one of these 3rd party importer tools.

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

is there no way to do it without a 3rd party? 

IIF. I have mentioned it.

https://quickbooks.intuit.com/learn-support/en-uk/manage-lists/export-import-and-edit-iif-files/01/2...