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I am trying to import my CSV file for sales mapped in all respect but it shows the error as shown in screen shot, can anyone help to resolve the issue? The error shown is invoice number.
Hi there, @Zaini.
It could be that invoices were in an incorrect format. This is why you're getting the error message. Before you import your invoices, make sure everything looks good in your spreadsheet.
Let's ensure that the following required columns are filled in:
Additionally, here's what you can and can’t import in QuickBooks Online (QBO).
If you already checked the steps above, let's perform some basic troubleshooting to address the issue. There might be a cache build-up in your current browser that's causing the error.
First, open your account in a private window. Simply press the following shortcut keys:
If you're able to import your invoices successfully, go back to your regular browser and clear its cache. You can also use another supported browser as an alternative option. This might be a temporary issue with QuickBooks and the current browser that you use.
Additionally, you can check out this article as an additional reference in importing your sales transactions: How to import multiple invoices at once in QBO.
Let me know how else I can help you with QuickBooks by adding a comment below. I'm more than happy to lend a helping hand. Keep safe!
can you import a "Class" when importing an invoice for products
Nice to meet you, @TTeare. you'd be glad to know the answer of your question.
You can be able to import multiple invoices at once. However, the option to import a class when importing an invoice for products is unavailable.
As a workaround, you consider checking out third party applications in the Intuit QuickBooks Apps that will allow you to import the invoices with classes.
Here's how:
I'll be adding this article, in case you want to learn more about how to import multiple invoices to QuickBooks Online in one go: Import multiple invoices at once
In case you encounter duplicate transactions, you can refer to this article for the steps on how you can fix it: Void or delete transactions in QuickBooks Online
If you have additional QuickBooks questions or concerns, be sure to let me know by posting a comment below. I’m happy to assist you further.
Prepare your Invoice data with the following template
RefNumber | Customer | TxnDate | DueDate | ShipDate | ShipMethodName | TrackingNum | SalesTerm | Location | Class | BillAddrLine1 | BillAddrLine2 | BillAddrLine3 | BillAddrLine4 | BillAddrCity | BillAddrState | BillAddrPostalCode | BillAddrCountry | ShipAddrLine1 | ShipAddrLine2 | ShipAddrLine3 | ShipAddrLine4 | ShipAddrCity | ShipAddrState | ShipAddrPostalCode | ShipAddrCountry | PrivateNote | Msg | BillEmail | BillEmailCc | BillEmailBcc | Currency | ExchangeRate | Deposit | ToBePrinted | ToBeEmailed | AllowIPNPayment | AllowOnlineCreditCardPayment | AllowOnlineACHPayment | ShipAmt | ShipItem | DiscountAmt | DiscountRate | TaxRate | TaxAmt | DiscountTaxable | LineServiceDate | LineItem | LineDesc | LineQty | LineUnitPrice | LineAmount | LineClass | LineTaxable |
101 | Janice Johnson | 01/10/2020 | 01/12/2020 | Ground | Net 30 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | Special Handling | Thank you for your order! | 0 | N | Y | N | N | Y | 12 | Shipping | 0.02 | Y | MP3 Player | Blue MP3 Player | 2 | 55 | TAX | |||||||||||||||||||||
101 | Janice Johnson | 01/10/2020 | 01/12/2020 | Ground | Net 30 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | Special Handling | Thank you for your order! | 0 | N | Y | N | N | Y | 12 | Shipping | 0.02 | Y | Leather Case | Leather Case | 2 | 10 | TAX | |||||||||||||||||||||
101 | Janice Johnson | 01/10/2020 | 01/12/2020 | Ground | Net 30 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | Special Handling | Thank you for your order! | 0 | N | Y | N | N | Y | 12 | Shipping | 0.02 | Y | Gift Cards | Gift Cards | 2 | 5 | TAX | |||||||||||||||||||||
102 | Leonard Walker Inc | 01/10/2020 | Net 30 | 9 Winding Road | Winchester | NY | 12345 | 9 Winding Road | Winchester | NY | 12345 | Thank you for your order! | 0 | Y | N | N | N | Y | Y | Handhelds | Portable Game Player | 1 | 100 | TAX |
then utilize an importer tool
https://transactionpro.grsm.io/qbo
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