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milton-pimenta-d
Level 1

Can I issue invoices through batch action using an Excel file ?

I have a lot of invoices to issue and I would like to issue all of them at once, using an Excel file with the necessary information. Is is possible?
Solved
Best answer October 25, 2022

Accepted Solutions
AlcaeusF
Moderator

Can I issue invoices through batch action using an Excel file ?

Hi @milton-pimenta-d,

 

Thank you for posting here in the Community. I'm here to help you add your invoices to QuickBooks Online.

 

Your file should only be in CSV file format to bring over multiple invoices at once. There's a specific format to follow to upload your data successfully.

 

To download a sample file, here's how:

 

  1. Click the Gear icon.
  2. Select Import data under Tools.
  3. Choose Invoices.
  4. Press Download an example.

 

If your file is in different format, you can search for a third-party app. There are apps that offers conversion services.

 

There's a required format for columns in the mapping stage, or QuickBooks will not be able to read the data otherwise. I've attached the article you can visit to learn more about the process: Common errors for importing bank transactions using CSV.

 

Please let me know if you need anything else concerning uploading sales transactions. The Community and I will be here to help you.

View solution in original post

2 REPLIES 2
AlcaeusF
Moderator

Can I issue invoices through batch action using an Excel file ?

Hi @milton-pimenta-d,

 

Thank you for posting here in the Community. I'm here to help you add your invoices to QuickBooks Online.

 

Your file should only be in CSV file format to bring over multiple invoices at once. There's a specific format to follow to upload your data successfully.

 

To download a sample file, here's how:

 

  1. Click the Gear icon.
  2. Select Import data under Tools.
  3. Choose Invoices.
  4. Press Download an example.

 

If your file is in different format, you can search for a third-party app. There are apps that offers conversion services.

 

There's a required format for columns in the mapping stage, or QuickBooks will not be able to read the data otherwise. I've attached the article you can visit to learn more about the process: Common errors for importing bank transactions using CSV.

 

Please let me know if you need anything else concerning uploading sales transactions. The Community and I will be here to help you.

Fiat Lux - ASIA
Level 15

Can I issue invoices through batch action using an Excel file ?

@milton-pimenta-d 

Prepare your Invoices data with he following template

RefNumberCustomerTxnDateDueDateShipDateShipMethodNameTrackingNumSalesTermLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailBillEmailCcBillEmailBccCurrencyExchangeRateDepositToBePrintedToBeEmailedAllowIPNPaymentAllowOnlineCreditCardPaymentAllowOnlineACHPaymentShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y MP3 PlayerBlue MP3 Player255  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Leather CaseLeather Case210  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Gift CardsGift Cards25  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y HandheldsPortable Game Player1100  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y Software1 Year Warranty125  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y Extended Warranty1 Year Extended Warranty15  TAX
103Lisa Smith01/10/2020    Net 30  19 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256  We appreciate your business!     0NYNNY        Gift Certificate$50 Gift Certificate150  NON

 

then utilize an importer tool to proceed

https://transactionpro.grsm.io/qbo

 

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