@ehughes2309 

You may prepare the Invoice data with the following template and make sure to fill the column of "ToBeEmailed" is N

then utilize the trial period of TPImporter to proceed.

https://transactionpro.grsm.io/qbo

Thank you!!!

Hi @tim2investcope   

If you are still looking for a solution that you described ie Company A creates an invoice and then an invoice is automatically created in Company B then we might have what you are looking for.  It is still in beta but Zed Axis Online is a way to to set up a connection and automated process .

You can check out the beta for Zed Axis Online here I would be very grateful for any feedback you have as we are rapidly evolving this solution for its official market release.

Zed

I did a search and stumbled across this discussion.  It wasn't clear what product this is for.  We are using QuickBooks Enterprise, so I am not seeing some of the options mentioned in the steps.  I assume this must be for QB On-line?   We would like to import spreadsheet information into a specific customer account and have each line in the spreadsheet create a new auto-number invoice.  If you can refer me to more specific information, it would be appreciated.  In summary, we want to import customer Amazon Payment orders into our Amazon Fulfillment Center Account as separate invoices with the desired fields highlighted above (Date, Invoice Number, Amazon Purchase Order Number, Our Item information.  In QB Enterprise, there is an option File\Utilities\Import... Would simply using an Excel file with the correct Column header names accomplish this?

Thank You

I noticed QB Enterprise does not have an option to import invoices.  Is there an add-on or other method to do this?  Thanks again.

Thanks for posting here, @iwidjaja,

Yes, the steps in this thread is about QuickBooks Online. Don't worry, you can import custom forms invoices, sales receipts, estimates, statements, and purchase orders in the program.

Refer to the steps below:

1. Open the company file that you want to import the template into.
2. Go to the Lists menu, select Templates.
3. Choose the Templates ▼ dropdown, select Import.
4. Press the template you want to import, then select Open.
5. Enter the name of the imported template. You can keep the original name or change it.
6. Hit OK. You should now see the imported template on the template list. Go to the Lists menu and select Templates.

See this article to learn more about this process: Use and customize form templates

QuickBooks is using a default mapping for the fields on the template, if there are information that you can't include, I have another option for you. We have a website where you can find invoicing tools that also allow custom templates. They are compatible with the program so there is no problem with the integration. Here's the link: https://desktop.apps.com/home

We also have a separate forum called Intuit Developers where you can find engineers who can help suggest third-party apps and help with program integrations. Here's the link to the website: Intuit Developers Community.

Please know that I'm always here for your questions and concerns about QuickBooks. If you need any help, tag me or post here anytime.

@iwidjaja 

QB Desktop use the IIF feature for import/export data. If you are not familiar with it, you may utilize one of these importer tools.

https://transactionpro.grsm.io/qbd

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

Hello Again,

Thanks for your reply.  I think you slightly misunderstood my question.  We would like to import certain fields from a CSV or Excel file into an existing invoice template we have already created in QB enterprise.   Is there a way to do this in the current program, or will this require an additional application?

Thanks Again,

Thanks for getting back to this thread and adding a clarification, @iwidjaja.

For now, importing certain fields on your existing invoice templates is unavailable in QuickBooks Desktop (QBDT). As mentioned above, you can't include any information in your sales template since QuickBooks uses a default mapping on its fields.

However, you can look for a third-party app that can help you import custom templates for your invoices. Here's the link: https://desktop.apps.com/home.

I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.

You can also visit our Firm of the Future site. This is where we share recent happenings and future developments, such as updates to newly added features. 

Just tag my name in the comment section if you have any other concerns or questions. I'll get back to you as soon as I can. Stay safe.

Hi,

we're importing sales via saasant, but when we import the corresponding payments, via saasant too, with all the relevant informations (clients names, ref of invoice) it does appear correctly in each client's account but the payment is not automatically applicated at the invoice, wich stays "unpaid". 

Is there something to do, in order to automatize that connection ?

Thanks

Thank you for reaching out to us, @Direction.

I'll be happy to provide a bit of advice on your invoices related to SaasAnt. Since it is a Third-party application, I would suggest contacting SaasAnt in this way, we can verify if the connection can be automated with QuickBooks Online.

You can also check on this article: Create recurring transactions in QuickBooks Online for more information about invoices.

We're always here in the Community to help if you have other questions related to QuickBooks. Stay safe!

@Direction 

How did you import the corresponding payments against your invoices into your QBO account? Did you import it as Receive Payments with the template similar to this one?

We are using TP Importer.

https://transactionpro.grsm.io/qbo

My home currency is CAD and MC function is enabled. Need to import invoices with both CAD and USD. when I upload csv file in QBO, for USD it returns the message "the currency doesn't exist in QB" although I have several USD invoices sitting in QB. In my csv file, I am using CAD and USD under the currency column. How to fix?

I’m glad to see you posting here on a Friday morning, Muzaffar Hashmi!

I'll share information on what could have triggered the error you mentioned, so you can be guided on what to do next.

You will only get such an error if you jumbled the letters USD, like in the screenshot below. Would you mind checking your file again? The currency may also contain a special character, such as a comma or a period, making it unrecognizable in QuickBooks.

If the letters are in the correct order and there isn't a special character, let's do some troubleshooting steps. You may be experiencing random browser issues.

To start, you'll want to sign in to QuickBooks using a private browser. This step disables its extensions and stops the cache from saving your browsing history.

• Google Chrome: Ctrl + Shift + N
• MS Edge and Firefox: Ctrl + Shift + P
• Safari: Command + Shift + N

If you're able to import your USD invoices, you can go back to your regular browser and clear its cache. If not, please try other browsers to see if we get the same thing.

We'll get your invoices imported into QuickBooks. Let us know if you can discover new information or if you have other questions in mind. Stay safe!

@Muzaffar Hashmi 

Prepare your Invoice data with the following template.

then utilize the importer tool

https://transactionpro.grsm.io/qbo

Ho Could I import Bulk invoices that are in foreign currency and exchange rate into quickbooks online?

Hi @Mahmoud5,

QuickBooks Online has importing bulk invoices in the roadmap for US with Sales Tax.  In the meantime you can import invoices in batch with Sales Tax and multicurrency using Axis Online that is a an addon app you can find in the Intuit App Store.

Steve

Yes, we can bulk import invoices without foreign currencies, @Mahmoud. I've got a workaround to help you manage invoices seamlessly.

I can see the convenience of having the option to add foreign currency transactions. This way, you’ll be able to convert the exchange rate easily. I'll walk you through sharing your suggestion with the right department.

Here’s how:

1. Go to the Gear icon.
2. Under the Profile column, select Feedback.
3. Enter your suggestions, then click Next.

Please know that we’re unable to provide a time frame as to when this feature will be available. 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.

In the meantime, you'll want to consider using a third-party app to handle transactions with foreign currencies. To proceed, access your QBO account and go to the Apps menu. From there, you can select and compare which one best suit your needs.

See this article to learn more about the multicurrency feature: Turn on and use multicurrency in QuickBooks Online.

I've included these resources to help you with personalising invoices and receiving customer payments:

• Customise invoices, estimates, and sales receipts in QuickBooks Online
• Record invoice payments in QuickBooks Online

Let me know if there’s anything else I can help you in managing your invoices. I’m always ready to help you anytime. Have a great day.

@Mahmoud5 

You can use the template I mentioned earlier and use an importer tool

https://get.transactionpro.com/qbo

Glory!!!!

Hi!

We have QuickBooks Enterprise Manufacturing and Wholesale 23.0 for desktop. Is it also possible to upload invoices from Excel into QuickBooks? Our database can create an ,csv or Excel file.

Thank you,

Jeannine

Hi there, jriley1414.

Currently, QuickBooks Desktop (QBDT) does not support the import of invoices through CSV or Excel file formats. The only available method for importing invoices is by using Intuit Interchange Format (IIF) files. You can refer to this article for more details about the process: Export, import, and edit IIF files.

As a workaround, you can consider looking for a third-party application that can help you import invoices to QBDT through CSV or Excel file formats. Here's the link: https://desktop.apps.com/home.

I understand how having this option would greatly benefit you and your business. I recommend providing direct feedback to our product developers. By sharing your thoughts and suggestions, you can contribute to the ongoing improvement of the software and help shape its future development.

Here's how to submit feedback:

1. In QBDT, go to the Help menu at the top.
2. Select Send Feedback Online. Then, click Product Suggestions.
3. Enter a brief details about it.
4. Click Send Feedback.

You can visit our Firm of the Future site. This is where we share recent happenings and future developments, such as updates to newly added features.

Please leave a comment below if you have more questions about this or anything else QuickBooks. I'm always here to assist. Take care.

@jriley1414 

Use this importer tool. It's a one time license.

https://get.transactionpro.com/qbd