Hi SarahannC,

I hope you are well.

Has there by any chance been any further discussions with the software engineers in terms of increasing the number of map fields on the csv uploads for invoices?

For example, the PO number and shipping to address does not pull through from the csv file upload. However, this is quite important information and requires further manual changes once the invoices have been uploaded.

Thanks,

Aaron 

Hello Aaron Barr, thanks for posting on this thread, there currently have been no chances in regards to this it might come out in the future.  

Hi

I have a client who is using QB desktop QB Enterprise Solutions Nonprofit 21.0. She needs to import a list of excel (or csv) sales invoices. Is it possible to do it in this version?

Thank you

Genevieve

@gcestespaymerang 

QB Desktop 2021 Enterprise? US or CA version? Fyi, you are posting the question in UK community 8)

US Version!  Gotcha, do you have a link for the US community?

You can repost the same question in US community

https:// quickbooks.intuit.com/learn-support/us-quickbooks-community/misc/03/community-us

We can reply to your post later. 

I'm stepping in to help you with your concern for today, gcestespaymerang.

Yes, you can import a list of invoices from Excel to QuickBooks Desktop EnterpriseSolutions Nonprofit 21.0.

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

Then, you need to install the QuickBooks Import Excel and CSV toolkit 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.

More about importing and exporting files in QuickBooks Desktop can be found in this article: Import or export MS Excel files.

Also, read these guides to learn more about import or export information with QuickBooks Desktop:
 

• Import and export data in QuickBooks Desktop
• Import/export CSV files

Helping you is our top priority. Just hit the Reply button if you have other concerns with importing or with QuickBooks. The Community is always available for you. Stay safe.

Thank you, Charles! This was extremely helpful, the client I have been working with was able to download the guide.  They however are getting stuck on step #8; for invoices what mapping will we use? 

Please tell me if there is a way to include the payment status as a column in the CSV. It would be very painful to have to mark all these payment statuses manually... we process thousands of invoices a month.

Hello there, @Megakun. 

I'm here to  help you with import your transactions using a CSV file.

When importing a CSV file, the accepted file formats are the 3 and 4 column formats. The 3 column includes the Date, Description and Amount. On the other hand, the 4 column format includes the Date, Description, Credit and Debit.

For more details, you may refer to this article: Import bank transactions from Excel CSV file 

 I'd suggest sending feedback to let our product team know and to request the addition of this option. I've outlined the steps below:

1. Go to the Help menu.
2. Select Send Feedback online.
3. Choose Product Suggestion.
4. Fill in the needed details and enter a brief description of your feedback on the suggestion box.
5. Once done, click Send Feedback.

I'll be around if you need further assistance in QBDT. I'm very eager to help. Take care!

@Megakun 

You can prepare the Receive Payment data with the following template

then utilize the importer tool as I mentioned earlier to proceed. 

https://transactionpro.grsm.io/qbo

Hi I am new to quickbooks online. we have recently upgraded from desktop version to quickbooks online advanced. We have multiple bills/purchase invoices to post and I tried using the CSV template from quick books. the import is not going through with error message account is not in line with quick books. I have downloaded the chart of accounts and copied the name from there but still getting the same error message. any help with this is greatly appreciated. 

we have to use class for our reporting can I add additional column to the CSV template with class details? 

Many thanks

@PPP23 

Do you need to import like this one?

i cant import ebay data properly it needs to import my sales including sale amount, fees and any shipping i paid

but your csv file examples dont do this  

In QuickBooks Online, you can import only certain types of data using a CSV file ,totalisetrading.

When importing an invoice CSV file in QuickBooks online, please note that the platform is only import data fields that are mapped within the CSV file, including Item Quantity, Item Rate, and Item Amount. It does not automatically pull sales-specific data such as fees or shipping costs.

However, you can manually input this additional information into QuickBooks once your initial import is complete.

As an alternative, you can consider using the eBay connector. This third party application can automatically import your sales transactions and payment from eBay into QuickBooks.

You can refer to these following article for more guidance in importing data in QuickBooks Online:

• Import your bills in QuickBooks Online.
• Import multiple invoices at once in QuickBooks Online.
• How to import sales receipts.

Invoices in QuickBooks Online can be personalize to improve your business communications. For more details, please check this article: Customise invoices, estimates, and sales receipts in QuickBooks.

For any additional queries regarding data import in QuickBooks Online, kindly leave a comment.

first of all 

"When importing an invoice CSV file in QuickBooks online, please note that the platform is only import data fields that are mapped within the CSV file," 

this is incorrect! i named all my columns correctly even did upper case and lower case letters as you they were on quickbooks mapping, yet it was trying to pull my order numbers which id set to "Sales Record No" as dates!! example order number 20-13182-17395

why?? the column is mapped for "sales record number" so why is it not treating it as that? 

secondly its saying "order" is not a valid name for item of course it is! its either order, payout or postage cost


thirdly 
"As an alternative, you can consider using the eBay connector. This third party application can automatically import your sales transactions and payment from eBay into QuickBooks."

if it only worked correctly!!! it only pulls a few days backwards of data no matter what date you set it to in the past for me 20/03/2025. been through troubleshooting with the app people and quickbooks over the course of 2 weeks and they still havent fixed it. 

finally if things worked as they should i wouldnt need to be messing about with spreadsheets trying to fix stuff that shouldnt need fixing!! 

I find it absolutely disgusting that quickbooks are not aligned with the major platforms for selling. quickbooks should be aligned with bare minimum of amazon ebay and shopify and then maybe woocommerce too. but you are not at all aligned. 

i see no reason why you cant add in your software an import system for each of these platforms that actually accepts each platforms csv file then aligns it to what quickbooks automatically. so then a customer like me could click on lets say "i am importing from ebay" here are the colums from ebay that we will use then here are the colums that they will be put into on quickbooks so you know where they are going. i really doubt it would be difficult to impliment. All you need to do is keep uoto date with ebay's column names very simple.

quickbooks is supposed to be just that but its a shambles and the apps dont do what you need them to do. i tried 4 of your chuffing third party apps which you dont actually support!!! and the app people dont really give a toss either making you wait for weeks only for nothing to be fixed!  

This is not the experience we want you to have upon importing your eBay data via a CSV file into your QuickBooks Online (QBO) account, Totalisetrading.
 

I recognize that you've already contacted the QBO Live Support Team for assistance with your importing issue. To receive an update on your case, kindly contact them again and provide the case number from your last conversation. This will prevent you from having to repeat information, as they have all previous notes and emails saved.
 
It's also worth noting our support hours to ensure you contact them at your convenience. Here is a helpful list you can refer to if you're using QBO Simple Start, Essentials, Plus, or Advanced:

• Phone assistance is available weekdays from 8:00 AM to 7:00 PM.
• Schedule a callback with our support experts. Available from 8:00 a.m. to 6:00 p.m., Monday through Friday. We will call you as soon as we are available.
• Chat with a support expert from 8:00 AM to 10:00 PM during weekdays and from 8:00 AM to 6:00 PM on weekends.

Also, check out this link for guidance on recording invoice payments received from customers.

The Community is here to answer any questions related to importing data or QuickBooks Online (QBO). Just comment below, and we will assist you.

okay then!