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Best answer May 17, 2022
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Congratulations on making your first post here, @JB1234567. I'm here to share some insights about importing invoices with classes that will surely clear things out for you.
I can see the importance of being able to add a class to the invoice. I also understand how this option would benefit your business as well as others. However, this is currently unavailable in QuickBooks Online.
If you used the sample file for importing invoices and you added a class column, you’re unable to map it to QuickBooks. That's the same even if you created the excel file on your own.
As a workaround, you’ll need to assign classes manually after the importing process. You can also look for a third-party application that suits your needs. Just visit the QuickBooks App Center through this link: https://apps.intuit.com/.
The option to add a class when importing invoices is a great idea to implement in the future. I’d suggest sending feedback request to our product development team. They will evaluate these and pick some of them to include in future updates. This way, we can cater to your business needs better.
Here’s how:
- Go to the Gear icon.
- Under the Profile column, click on Feedback.
- Share your feedback. Then, click Next.
You'll want to track your suggestion through this website. You can also visit our blog to keep up with all of our recent events and developments.
To learn more about importing your invoices, you can check out this reference: Import multiple invoices at once. This includes the data you can add into the program along with its process.
I’ve included these additional resources for receiving invoice payments and to learn more about how class works in QuickBooks:
Let me know if you need more help with importing invoice transactions. I'll be here to help. Have a great day.
Congratulations on making your first post here, @JB1234567. I'm here to share some insights about importing invoices with classes that will surely clear things out for you.
I can see the importance of being able to add a class to the invoice. I also understand how this option would benefit your business as well as others. However, this is currently unavailable in QuickBooks Online.
If you used the sample file for importing invoices and you added a class column, you’re unable to map it to QuickBooks. That's the same even if you created the excel file on your own.
As a workaround, you’ll need to assign classes manually after the importing process. You can also look for a third-party application that suits your needs. Just visit the QuickBooks App Center through this link: https://apps.intuit.com/.
The option to add a class when importing invoices is a great idea to implement in the future. I’d suggest sending feedback request to our product development team. They will evaluate these and pick some of them to include in future updates. This way, we can cater to your business needs better.
Here’s how:
- Go to the Gear icon.
- Under the Profile column, click on Feedback.
- Share your feedback. Then, click Next.
You'll want to track your suggestion through this website. You can also visit our blog to keep up with all of our recent events and developments.
To learn more about importing your invoices, you can check out this reference: Import multiple invoices at once. This includes the data you can add into the program along with its process.
I’ve included these additional resources for receiving invoice payments and to learn more about how class works in QuickBooks:
Let me know if you need more help with importing invoice transactions. I'll be here to help. Have a great day.
