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Prabh Singh
Level 1

How to generate Multiple Invoices and Bills in QB by copying data from MS Excel Spreadsheet?

Instead of generating each invoice or bill one by one in Quickbooks, is there a way to generate multiple invoices/bills in bulk by copying the data from MS Excel spreadsheet and pasting in Quickbooks?

2 Comments 2
Fiat Lux - ASIA
Level 15

How to generate Multiple Invoices and Bills in QB by copying data from MS Excel Spreadsheet?

Prepare your Invoice data with the following template

RefNumberCustomerTxnDateDueDateShipDateShipMethodNameTrackingNumSalesTermLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailBillEmailCcBillEmailBccCurrencyExchangeRateDepositToBePrintedToBeEmailedAllowIPNPaymentAllowOnlineCreditCardPaymentAllowOnlineACHPaymentShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y MP3 PlayerBlue MP3 Player255  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Leather CaseLeather Case210  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Gift CardsGift Cards25  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y HandheldsPortable Game Player1100  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y Software1 Year Warranty125  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y Extended Warranty1 Year Extended Warranty15  TAX

 

then use an importer tool to proceed 

https://get.transactionpro.com/qbo

 

You can use the same tool to import bills with a different template. But I would recommend using a free app to manage bills and integrating it with QBO. You can ask your vendors/contractors to send their invoices to a specific email address and the app will convert those bills into QBO. You don't need to import them manually.

jeanbiverly_
QuickBooks Team

How to generate Multiple Invoices and Bills in QB by copying data from MS Excel Spreadsheet?

Welcome to the Community, Prabh! 

 

Currently, there isn't a way to copy and paste bills and invoices from a spreadsheet to QuickBooks Online. For now, here's what you can do:

 

If you're using QBO Advanced, you can use the Batch Transactions feature to enter multiple bills and invoices at once. Here's how:

 

  1. Click the +New button and then choose Batch Transactions.
  2. Under the Select transaction type dropdown, select Bills or InvoicesNote: You can only enter one type of transaction at a time, either bills or expenses, but not both.
  3. Enter as many bills and invoices as you need as separate lines.
  4. Once you're done, hit Save.

 

Also, you can import a CSV when generating the transactions.

 

 

For more detailed steps, you can refer to this article: Create multiple bills or expenses in QuickBooks Online Advanced.

 

However, if you're using a different plan, you can use third-party apps that help enter batch transactions into QBO. Follow these steps:

 

  1. Head to the Apps menu.
  2. Click Find apps.
  3. Enter "Batch Transactions" in the search bar.

 

Alternatively, you can consider upgrading your subscription. Let me guide you on how: 

 

  1. Go to the Gear icon, then select Subscriptions and billing.
  2. Ensure that your payment info is updated.
  3. In the QuickBooks Online section, click Upgrade your plan.

 

To proceed to the next steps, check out this article: Upgrade or downgrade your QuickBooks Online edition.

 

Please feel free to reach out if you have any follow-up concerns regarding your bills and invoices. I'm here to assist. Have a good one!

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