Invoice import

kahwoking · ‎December 13, 2023

I regularly create a CSV file of invoices to import into Quickbooks online. However, every single time I do this import I have to manually set the date format of the Invoice Date column, and manually choose Inclusive of Tax or Exclusive of Tax against the column Item Amount.

Is there a way to specify within the CSV the format of these fields?

Ashleigh1 · ‎December 13, 2023

Hell Kahwoking, thanks for posting on the Community page, there is no way to do this, it is a case of on the mapping changing it each time manually.

View solution in original post

kahwoking · ‎December 13, 2023

Thanks for the rapid response. It's a shame this isn't a feature as I'm sure it would be simple to implement and many people would be saved these simple repetitive steps on a daily basis.

View solution in original post

Ashleigh1 · ‎December 13, 2023

Hell Kahwoking, thanks for posting on the Community page, there is no way to do this, it is a case of on the mapping changing it each time manually.

kahwoking · ‎December 13, 2023

Thanks for the rapid response. It's a shame this isn't a feature as I'm sure it would be simple to implement and many people would be saved these simple repetitive steps on a daily basis.

4Gal · ‎December 14, 2023

@kahwoking

Use an importer tool as a workaround.

https://get.transactionpro.com/qbo

Ron134 · ‎May 28, 2025

Looks like I'm going to have to do this as well, very poor user experience so far.

There should be an import template, that allows you to define the fields in the CSV file, so you only need to do it once.

I have to import lots of invoices regularly and having to map them every single time is rather time consuming, and can leads to problems if I don't map them properly.

GianSeth_A · ‎May 28, 2025

I see how important this aspect is for you, Ron. However, this import template feature isn't available in QuickBooks Online.

We have a forum here where you can submit feature suggestions to our development team.

Here's how to do it:

In your QBO account, go to the gear-like icon (located at the top right corner of the page).
Under the Profile tab, select Feedback.
Enter your comments or product suggestions. Then select Next to submit.

Meanwhile, check out this page for time-ahead product updates: Firm of the Future.

If any help is needed, don't hesitate to respond to us using the Reply button below.

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