cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about banking in QuickBooks Online - Discover more
kahwoking
Level 1

Invoice import

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?

Solved
Best answer December 13, 2023

Accepted Solutions
Ashleigh1
QuickBooks Team

Invoice import

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
Level 1

Invoice import

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

3 REPLIES 3
Ashleigh1
QuickBooks Team

Invoice import

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
Level 1

Invoice import

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
Level 11

Invoice import

@kahwoking 

Use an importer tool as a workaround.

https://get.transactionpro.com/qbo

 

Need to get in touch?

Contact us