CSV import format for purchase invoices?

mikegrace · ‎November 18, 2019

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?

EmmaM · ‎November 18, 2019

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

View solution in original post

EmmaM · ‎November 18, 2019

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

plung · ‎November 19, 2019

@mikegrace ,

Exploring this importer tool.

https://transactionpro.grsm.io/qbo

mikegrace · ‎November 19, 2019

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

mikegrace · ‎November 19, 2019

Thanks Plung,

I will take a look at the link.

Regards

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CSV import format for purchase invoices?