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Everything you need to know about banking in QuickBooks Online - Discover more
Ashleigh1
QuickBooks Team

Creating Invoices | Post Your Question Below

Hello Sue Roberts, so in the self-employed product is not linked to the invoice section. the invoice section is only for your reference only. Only the transactions in the bank section relate to any reports in the self-employed account like profit and loss or tax summary. 

gardendoctorsmike17
Level 1

Creating Invoices | Post Your Question Below

Hi. How do I reallocate payments received to the wrong client invoice in error?

Many thanks

Ashleigh1
QuickBooks Team

Creating Invoices | Post Your Question Below

Hello Gardendoctorsmike17, thanks for posting on this thread, so to reallocate the payment received to the wrong client in error, it is just a case of going into the invoice, clicking on 1 payment top right-hand corner and then clicking on the date, the received payment page will then open up, click on more at the bottom middle of the page and then select delete,  this will then remove the payment from that invoice and open that invoice up again to be then matched against correctly.

Sok Kien Ng
Level 1

Creating Invoices | Post Your Question Below

I facing some issues with importing multiple invoices in QuickBooks Online.

See the attachment that errors message prompt out.

 

GeorgiaC
QuickBooks Team

Creating Invoices | Post Your Question Below

Thanks for joining this thread, @Sok Kien Ng 

 

Please check the invoice numbers on your CSV file to make sure that they are all unique. You may also try removing the line containing the 11-231002 reference to see if the file then imports successfully. 

 

Get back to us below if this doesn't fix. :)

Stephen 1886
Level 1

Creating Invoices | Post Your Question Below

Hi

Trying to import an invoice for the first time. Keep getting an Unknown error for the *InvoiceNo I am importing...I'm only using numbers but it keeps being rejected....

Any ideas?

 

Thanks

radush_v
Level 1

Creating Invoices | Post Your Question Below

Hi, guys! Could you please answer my question? Why my imported sales invoices are not marked as paid? 

InvoiceNoCustomerInvoiceDateDueDateItemAmountItem(Product/Service)ItemQuantityService DateItem Description
1707725968949Volodymyr Radush2/12/242/12/24122.55One question12/12/24Test

This is the example of my invoice and I have always see the problem, that it is due date, or overdue. Can I somehow change to be already with paid status? Also, can I somehow avoid date format selection and make it by some default value?

 

Ashleigh1
QuickBooks Team

Creating Invoices | Post Your Question Below

Hello Radush_v, thanks for posting on this thread on the Community page, If you are importing as an invoice it will just be an open invoice, no payment will be associated with it. If you are importing sales receipts then it will show as a paid transaction. 

radush_v
Level 1

Creating Invoices | Post Your Question Below

Could you please tell me how to import sales receipts?

 

KimberlyS
QuickBooks Team

Creating Invoices | Post Your Question Below

We're glad that you've joined the thread, @radush_v.

 

Let me walk you through importing sales receipts in QuickBooks Online.

 

QuickBooks allows users to upload multiple sales receipts together for business efficiency. With this, sales receipts should not be more than 100.

 

Before you get started, please remember the following:

 

  • You can upload sales receipts with multicurrency and multiple line items or as a total value for each invoice.
  • VAT must be enabled if transactions have VAT amounts, though you don't need to change your VAT codes to QuickBooks VAT code formats.
  • The sample file will not contain VAT columns if not turned on and vice versa.
  • The VAT code will be the basis for VAT calculation if no VAT amount is specified. Otherwise, it will override any calculations that will be made by QuickBooks.
  • Enable the Custom transaction number to keep sales receipt numbering in your file.
  • CSV file should use this format when products/services need to be allocated to a Category: [category name]:[item name]
  • Transactions with discounts and negative amounts cannot be imported.
  • QuickBooks will utilize GBP as the home currency if not specified.

 

To begin with, let's open the Import sales receipts tool. Here's how:

 

  1. Head to the Gear icon.
  2. Select Import data under Tools.
  3. Choose Sales receipts.

 

After that, proceed to Steps 2, 3, and 4 to complete the process: How to import sales receipts.

 

On the other hand, consider reviewing these resources for guidance on organizing and reviewing your transactions to keep our book accurate: 

 

 

Keep us posted if you have additional questions on importing sales receipts or other related concerns in QuickBooks Online. We'll be around to help.

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