How can I import selected data from a spreadsheet into a chosen slot in an Invoice Form. Am using copy/paste but it's laborious. Any ideas please.

Hello, communityoil.

Aside from copy-pasting data from a spreadsheet into the invoice creation screen, you can import your invoices to QuickBooks. I'll definitely share more details about the process and how it is done. 

Take note that you'll be importing an entire invoice, not just a single field or slot in an invoice form.

If you only need to work on a single field, then the copy-paste method works. Though, the import process can also achieve this. 

That said, you'll want to format your spreadsheet into a CSV file first. This is great if you're entering multiple invoices. Also, there's a guide available for you to follow the correct format.

Here's how to get started: 

1. Click the gear icon, then select Import data. 
2. Choose Invoices.
3. Click the Download an example to download a sample file for your guide.
4. After formatting your spreadsheet, go back to the Import invoices screen then click the Browse button.
5. Look for your saved CSV file, then follow the import process. 

The prompts will allow you to map your data to your imported spreadsheet file. Simply select Not applicable if you don't have any data for the selected field (works only on non-mandatory fields). 

If you'd like to learn more about the import process, you can read this article: Import multiple invoices at once.

After entering your invoices, do you need help recording payments (partial or in full)? This article can guide you through the process: Record invoice payments in QuickBooks Online.

I'll be around the Community space, so don't forget to visit this thread again if you have more questions about your invoices. I'm also happy to assist you in any other tasks you want to complete. 

JamesPaul,

Apologies, I was not quite explicit enough in my question:   I have data in a spreadsheet which I would like to import into chosen slots in a QBO invoice.  The spreadsheet is not an invoice but contains data which I need to place into a QBO invoice.  Currently I use copy/paste but I need to carry out this process for every invoice I raise.  There are 3 pieces of data to be imported for each invoice and the import is to the same destination for each invoice I raise.  I'm trying to reduce invoicing time.  Look forward to your response.

Kind Regards

Geoff Stephens