Import paid sales invoices

Rosie5 · ‎December 13, 2019

Is it possible to import the receipt side of the invoice?

I have a client who uses a

content management software to pay their suppliers only when they’ve been paid.
They already mark the invoices received off, they could have over 50 lines on one remittance

JasroV · ‎December 13, 2019

Yes, it's possible, @Rosie5.

You can scan the receipt and manually attach it to the invoice. Let me guide you how.

In your QuickBooks Online Accountant (QBOA):

Go to the Gear icon.
Select Attachments.
Click the Drag/Drop files in the Attachments section and drag all scanned receipts.

Once done:

Go to the Sales menu.
Select the Customers tab.
Select a customer and open the invoice.
Click the Show existing link under the Attachments field.
Then click Add to add the uploaded receipts.

You can also check this article for additional reference: Attachments in QuickBooks Online.

You can also import the transactions if they are sales receipts rather than invoices into Quickbooks. I've also added this article that can help guide your client on how to import sales receipts in QuickBooks Online (QBO).

Don't hesitate to contact us if you have other concerns with your QBOA account. I'm always here to help.

View solution in original post

Fiat Lux - ASIA · ‎December 13, 2019

if their CMS does not support QBO yet, consider using importer tool. There are two kind of receipt data (related to sales activity) we could import into QBO:

1. Receive-Payments (against your invoice), and

2. Sales-Receipts

https://transactionpro.grsm.io/qbo

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

Hope it helps.

JasroV · ‎December 13, 2019

Yes, it's possible, @Rosie5.

You can scan the receipt and manually attach it to the invoice. Let me guide you how.

In your QuickBooks Online Accountant (QBOA):

Go to the Gear icon.
Select Attachments.
Click the Drag/Drop files in the Attachments section and drag all scanned receipts.

Once done:

Go to the Sales menu.
Select the Customers tab.
Select a customer and open the invoice.
Click the Show existing link under the Attachments field.
Then click Add to add the uploaded receipts.

You can also check this article for additional reference: Attachments in QuickBooks Online.

You can also import the transactions if they are sales receipts rather than invoices into Quickbooks. I've also added this article that can help guide your client on how to import sales receipts in QuickBooks Online (QBO).

Don't hesitate to contact us if you have other concerns with your QBOA account. I'm always here to help.

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Import paid sales invoices