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Level 1

CSV import format for purchase invoices?

I am developing a CSV export from our software to Quickbooks for one of your customers.

 

I was given the following link for the invoice csv format.

https://quickbooks.intuit.com/learn-support/en-uk/help-articles/import-invoices-in-batches/00/338726

 

Our software exports sales invoices and purchase invoices. Should I use the same invoice csv format for both e.g. put the supplier into the "customer" field?

 

Other CSV imports e.g. Sage have an invoice type identifier e.g. SI or PI

 

I am not familiar with the Quickbooks itself so is it just a case of using the importer in each module or do you specifiy Sales or Purchase before importing?

 

Also, how are credits handled. Is it just negative amounts for the values?

4 REPLIES 4
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QuickBooks Team

CSV import format for purchase invoices?

Hi Mikegrace


We have included a link in relation to importing bills, within the link you can select 'download a sample here' to view what format the CSV should look like. We must point that you are not able to import expenses.


You are not able to import supplier credits these would have to be created manually, you can import credit notes in relation to your customers and we have also included a link.

 

Emma

 

 

Highlighted
Level 6

CSV import format for purchase invoices?

@mikegrace ,

Exploring this importer tool.

https://transactionpro.grsm.io/qbo

 

Highlighted
Level 1

CSV import format for purchase invoices?

Hi Emma,

 

Thanks for the link. I will take a look.

 

So Quickbooks has invoices for customers (or sales) and bills for suppliers (purchase)?

 

That's good to know. Most other accounts packages call them Sales Invoices and Purchase Invoices.

 

Regards

 

Mike

Highlighted
Level 1

CSV import format for purchase invoices?

Thanks Plung,

 

I will take a look at the link.


Regards