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?