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I need some help. Is there a way to import the data from excel. I am creating a long estimate over 150 lines. Is there a way I can just import this data into the estimate invoice because copy and paste is too much work for me.
I know the importance of being able to import estimates in QuickBooks Online (QBO), @PreciousMM.
Estimates are currently not available to import in QBO. The best experience is what we strive to meet the needs of all QuickBooks users worldwide. We understand this limitation may cause inconvenience. Thus, I recommend reaching out to our product developers directly by sending feedback. We appreciate your input in helping us improve the program.
To submit feedback, follow these steps:
I'm adding this article to help you learn more about the files that can be imported to QBO: Common questions about importing data to QuickBooks Online.
You can reach out to us, @PreciousMM, if you have any more questions about importing data into QuickBooks. We're here to answer your questions.
Hi
i see, what about invoices, when I create an invoice and when I create a Purchase order is importing available?
Importing your invoices to QuickBooks Online (QBO) is possible, @PRECIOUSs. However, doing the same for purchase orders is currently not supported. Let me share some steps on how we can complete both processes.
Firstly, it's important to note that there are limited information on what you can import to QuickBooks. Here are the following:
For more information, visit this article: Common questions about importing data to QuickBooks Online.
Before importing your invoices, please keep in mind that you can upload up to 100 invoices at once, with a maximum of 1,000 rows per spreadsheet. You may include one or multiple line items and import various customers, suppliers, or products and services. However, discounts, credit memos, and negative amounts cannot be included.
To import your invoices inside QuickBooks, please follow the steps I'll share below:
For detailed instructions, please check out this article: Import multiple invoices at once in QuickBooks Online.
Since purchase orders can't be imported directly, I recommend exploring third-party applications that can assist you with this task. To find one, here's how:
Additionally, you can check out this article that outlines the balances and payments of your customer in an informative way: Run an accounts receivable ageing report in QuickBooks Online.
Feel free to respond to this post if you need any further assistance with importing data into QuickBooks. We'll be around to lend you a hand.
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