I'm a plumber already using an app to generate invoices. How do I upload these in a simple fashion much like the quick snap receipt function?

Hi there, deacon.

Currently, the ability to upload invoices, akin to the Quick Snap Receipt feature, is unavailable. However, you can upload your sales forms by using a CSV file through the Import Data feature.

Before proceeding, please ensure your CSV file meets the following mandatory requirements:

• Each line item needs its own invoice number, customer, invoice date, due date, item amount, and item tax code.
• Each imported spreadsheet can contain up to 1,000 rows.
• You can import a maximum of 100 invoices at a time.
• You can't add negative charges, such as discounts or credit notes.
• If you collect VAT, add the VAT rate to your invoices and the spreadsheet. When importing, map the VAT codes you've created to QuickBooks VAT codes.

Once you've finished preparing your file, please follow the steps below:

1. Log in to your Sole Trader account.
2. Click the Gear icon, then select Import Data.
3. From the Select record type dropdown, choose Invoices and click Import.
4. Click Browse, locate your CSV file, and then click Next.
5. Ensure the fields are mapped accurately to the corresponding QuickBooks fields.
6. Once all fields are correctly matched, click Done.

To assist you in formatting your file correctly, you can download the sample file template provided within QuickBooks. For more details, visit this article: Import your data into QuickBooks Sole Trader.

Additionally, I understand how valuable this functionality would be for enhancing your workflow. I recommend submitting feedback directly to our product engineers to help them consider implementing this feature in future updates. To send feedback, follow these steps:

To send one, here's how:

1. Go to the Gear icon.
2. Under Profile, select Feedback.
3. Write your suggestion in the box provided.
4. Once done, click Next.

If you have other concerns or questions, feel free to comment them below.