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spookiebabe
New Member
August 14, 2018
Solved

importing invoices into quickbooks

  • August 14, 2018
  • 26 replies
  • 25 views

I understand that I can now import invoices using a csv file - has anyone done this yet and how have you found it.  Also is there a video tutorial available?

    Best answer by AlcaeusF

    This feature is not shown on my version of QB online.  I don't see how to import invoices, since invoices is not an option.  Do I need to upgrade for this?


    Welcome aboard to the QuickBooks Community, dlande.

     

    I'm here to help show the invoice option when importing data.

     

    You're only able to see this option if you're using the UK version of QuickBooks Online. You can check this article for more information about this feature.

     

    Importing Your Invoices (UK)

     

    If you're using the right version and you're unable to see the option, please give us a call. You can reach us through these steps:

     

    https://quickbooks.intuit.com/uk/contact

     

    Let me know if you need more help with importing invoice transactions. I'll be here to help.

    26 replies

    JamesDuanTQuickBooks Team
    QuickBooks Team
    August 14, 2018

    Hello spookiebabe,

     

    In QuickBooks Online, we can directly import bank transactions and lists only. To successfully import your invoices, you'll need a third party application that can integrate with QuickBooks Online. You can check out this page for third party applications that will help us import your invoices: https://apps.intuit.com/category/document-management?locale=en-GB.

     

    Feel free to drop any information if you need further help.

    spookiebabeAuthor
    New Member
    August 14, 2018

    Thank you James but I understand that if I upgrade to Quickbooks plus there is a new facility to allow me to do this by going to Quickbooks labs and I have been sent a link about the issue.  As I am new to Quickbooks I just wondered if anyone had used it yet as I am a bit wary of how it will work and need to get a csv in the correct format.  Obviously, I don't want to upgrade if I will not be able to upload the invoices correctly as the whole idea is to try and save time as we do have a lot of sales to upload on a daily basis.

     

     

    In2C
    February 8, 2019

    Hello there, @dgegeev.

     

    Allow me to join this conversation and help you import your invoices into QuickBooks Online.

     

    Currently, the option to import invoices into QuickBooks Online isn't available. However, you can import Invoices from text files or Excel spreadsheets directly into QuickBooks Online through a third-party application. To learn more about this app, please check out this link: QuickBooks App.

     

    Also, I'd encourage you sharing this idea to our product Product Developers. Doing this helps them understand where we can improve and what features should be added so we can better serve you. Just click on the Gear icon and select on Send Feedback Online to send your suggestion. 

     

    Also, you can visit our Online Blog to read the latest news and updates from QuickBooks including product improvements, company news, and leadership spotlights.

     

    Please let me know if there's anything else you need. I'll be around to help you out. Have a great day!


    So do the USA not get Invoice Import on QBO?

     

    I'm in the UK and we have it here. It's quite a new addition as far as I can see and has been a bit flaky up to now, although after the "Latency" issues a couple of days ago it seems to be working now.

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