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K
kahwoking
December 13, 2023
Solved

Invoice import

  • December 13, 2023
  • 3 replies
  • 9 views

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?

Best answer by Ashleigh1

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. 

3 replies

A
Ashleigh1Answer
Level 14
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. 

K
kahwokingAuthor
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.

4
4Gal
Level 5
December 14, 2023

@kahwoking 

Use an importer tool as a workaround.

https://get.transactionpro.com/qbo

 

G
GianSeth_A1QuickBooks Team
QuickBooks Team
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:

 

  1. In your QBO account, go to the gear-like icon (located at the top right corner of the page).
  2. Under the Profile tab, select Feedback.
  3. 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.

 

Zed Axis
Zed Axis
September 16, 2025

Hi @kahwoking 

 

I saw your comment about having the ability to save a mapping and reuse that on subsequent imports - if this is important to you then you could take a look at a third party data import app called Axis Online that has the ability to save the maps and also more advanced features like search and replace, join columns together like a concatenate and a trim function handled those tricky data situations that cause your imports to stall.

 

It goes above and beyond the built-in QuickBooks data import when you are looking for something a bit more powerful.  Hope that helps?

 

Zed

 

 

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