I need to be able to import bulk payments using a CSV, just like you can with invoices and sales receipts. This is not currently an option.
The help assistant said that this is something Quickbooks are working on, although I get the impression they might of just been saying that to get me off the chat.
Does anyone have a date of when this feature will be available. What is the workaround for bulk importing payments using a CSV? I thought this is quite a vital feature and cant believe QuickBooks doesn't support this already.
Solved! Go to Solution.
Hello @megan53,
I appreciate you for adding more details about the feature you need. I'm here to help you import bulk payments into QuickBooks Online.
Currently, a turnaround time for the feature release is unavailable. As a workaround, you can check for a third-party app that offers import service for customer payments.
I've checked our QuickBooks Apps section and found some applications related to importing data. Though we can't suggest which one is best to use, you can visit these links for more details about the features:
I appreciate your input about being able to upload data directly in QuickBooks. While we assess this, I also recommend sending your feedback directly to our product engineers. They might consider bringing this feature in future updates for the product.
Here's how:
Additionally, I recommend checking the following article to learn about the CSV formats you can use when importing CSV files: Format CSV files in Excel to get bank transactions into QuickBooks.
Please don't hesitate to hit that Reply button if you have further questions about importing data or using third-party apps. Have a great day ahead.
You may need an additional app to do so. Do you need to import Bill Payments against your Bills or Receive Payments against your Invoice?
It would be to show that the invoices have been paid by customers.
Hello @megan53,
I appreciate you for adding more details about the feature you need. I'm here to help you import bulk payments into QuickBooks Online.
Currently, a turnaround time for the feature release is unavailable. As a workaround, you can check for a third-party app that offers import service for customer payments.
I've checked our QuickBooks Apps section and found some applications related to importing data. Though we can't suggest which one is best to use, you can visit these links for more details about the features:
I appreciate your input about being able to upload data directly in QuickBooks. While we assess this, I also recommend sending your feedback directly to our product engineers. They might consider bringing this feature in future updates for the product.
Here's how:
Additionally, I recommend checking the following article to learn about the CSV formats you can use when importing CSV files: Format CSV files in Excel to get bank transactions into QuickBooks.
Please don't hesitate to hit that Reply button if you have further questions about importing data or using third-party apps. Have a great day ahead.
Prepare the Receive Payments data with the following template
RefNumber | TxnDate | PaymentRefNumber | Customer | PaymentMethod | DepositToAccount | InvoiceApplyTo | LineAmount | PrivateNote | Currency | ExchangeRate |
1 | 28/11/2020 | 50245 | Janice Johnson | Check | Checking | 101 | 100.00 | |||
2 | 28/11/2020 | 4908 | Leonard Walker Inc | Check | Checking | 102 | 138.78 | |||
3 | 28/11/2020 | 4908 | Lisa Smith | Check | Checking | 103 | 126.50 |
then utilize an importer tool
https://transactionpro.grsm.io/qbo
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