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MjM_Somerset
Level 1

Third party invoice from CRM system

Hi,

 

We have a third party CRM system that creates invoices and then pushes them across to QBO for sending.  We have a problem where the VAT is rounding up when the invoice comes across to QBO. Is there anyway we can stop this?

 

Many thanks,

MjM_Somerset

3 REPLIES 3
John C
QuickBooks Team

Third party invoice from CRM system

Hi MjM_Somerset

 

There is not a way to prevent the system from rounding the VAT up.

Mohini Mistry
Level 1

Third party invoice from CRM system

Hi,

 

I'm interested in know how your CRM system invoices is imported into QuickBooks.

We have recently had our CRM system and I would like to action the import above so it still generates an aged debt report as well as allowing of the information to be recorded for VAT.

 

Kind regards,

MM

AbegailS_
QuickBooks Team

Third party invoice from CRM system

Hi Mohini, I'm here to guide you every step of the way for an easy transaction import process.

 

If you have a downloaded spreadsheet in CSV format from your CRM, QuickBooks Online (QBO) allows you to manually import invoices for your VAT returns. Here are the steps to help you through the process.

 

Before we start importing, please know that we can import up to 100 invoices, with a limit of 1,000 rows per spreadsheet. It's also possible to import invoices with single or multiple line items. However, we can't add discounts, credit notes, or negative amounts.

 

To import these invoices with VAT to QBO, please enable VAT first. Then, ensure your spreadsheet has these required columns: Invoice number, Customer, Invoice date, Due date, Item amount, and Item tax code. After this, you can follow these steps to import the CSV file:

 

  1. Sign in to your QBO account. Then, click on the Cogwheel.
  2. Select Import data.
  3. Choose Invoices.
  4. Follow the on-screen instructions. Then, hit Next.
  5. Map all the mandatory QuickBooks fields and VAT codes.

 

For additional guidance, please see this article about importing data to QBO: Common questions about importing data to QuickBooks Online.

 

Additionally, you can generate an accounts receivable aging report in QuickBooks Online to give you an overview of your customers' outstanding VAT. Here’s how to do that:

 

  1. Go to Reports 
  2. In the Who owes you section, select Accounts receivable ageing detail.
  3. Select the Gear icon.
  4. Then, select the Outstanding VAT checkbox to add the column to your report.

 

If you have any further questions about importing invoices to QBO, feel free to reach out to the Community. We're here to help!

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