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PGVicky
Level 2

Invoice import for sub customer

Hello,

 

Is it possible to import invoices for a sub customer account? 

 

Thanks

Vicky 

1 REPLY 1
MaryLandT
Moderator

Invoice import for sub customer

Yes, you can import invoices to the sub-customers account, PGVicky.

 

Just make sure there's no space between the parent and the sub-customer when mapping the field. Here's a sample screenshot for your visual guide.
import invoice to a subcustomer.PNG

 

You can download this sample Excel file to help map the fields: Download the spreadsheet.

 

I'm also adding this article: Import multiple invoices at once. It provides instructions and detailed steps to guide you through the process.

 

Aside from importing invoices, you can also move suppliers, customers, stock, and chart of accounts. Please browse this link as your reference: Move your lists to QuickBooks Online.

 

Stay in touch with me if you have other concerns aside from import invoices. I'm always right here to help you.

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