Beginner invoices raised on alternative software

stefburg · ‎November 14, 2020

I am a complete beginner with Quickbooks online and have the essentials plan. I run a small bed and breakfast and have software called Eviivo which I use to take payments and raise invoices etc. Therefore I don't wish to raise invoices with Quickbooks. I signed up to Quickbooks because I now have to Make Tax Digital. I am completely lost. Is there a way I can just upload invoices that I have been paid for (over the last 3 months) and mark them as paid?

Fiat Lux - ASIA · ‎November 14, 2020

Utilize an importer tool to do so.

https://transactionpro.grsm.io/qbo

Prepare data with following template

Invoices

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

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

Y

12

Shipping

0,02

Y

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

Y

12

Shipping

0,02

Y

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

Y

Handhelds

Portable Game Player

1

100

TAX

Receive Payments

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

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Beginner invoices raised on alternative software

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