Invoices

himemisc · ‎March 04, 2020

How can I enter already paid invoices into Quickbooks? We have been creating our own invoices and sending and I would like to start doing that through quickbooks. I would like to add all the invoices we have already sent and received payment for. Is that possible?

Anna S · ‎March 04, 2020

Thanks for joining the Community, @himemisc.

You can follow the great advice mentioned above by @john-pero, but allow me to offer some other options. You can upload your Invoices that you've already sent and received payment for by exporting them to a CSV file. The CSV file can then be uploaded in Online to bring in all your Invoices without having to create them in the program again manually. You can import the CSV file by following the steps below:

Go to the Gear icon and press Import Data.
Select the Invoices option.
Click Browse to find the file containing your Invoices.
Hit Next and then follow the onscreen steps.
When you're ready, choose Let's Go!

If you're not sure how to get your Invoices in a CSV file, you can download the Import Guide when going through the steps, and you can also check out our third-party app options. They offer apps that allow you to take Invoices in other software and enter them into QuickBooks with ease.

Please don't hesitate to touch base with me here if you need any additional assistance. I look forward to hearing from you again.

View solution in original post

john-pero · ‎March 04, 2020

It is possible. You will have to record the individual deposits related to the received payments but you can save a step or two for each one by entering a Sales Receipt for all the ones that are paid in full instead of Invoice + Receive Payment.

Anna S · ‎March 04, 2020

Thanks for joining the Community, @himemisc.

You can follow the great advice mentioned above by @john-pero, but allow me to offer some other options. You can upload your Invoices that you've already sent and received payment for by exporting them to a CSV file. The CSV file can then be uploaded in Online to bring in all your Invoices without having to create them in the program again manually. You can import the CSV file by following the steps below:

Go to the Gear icon and press Import Data.
Select the Invoices option.
Click Browse to find the file containing your Invoices.
Hit Next and then follow the onscreen steps.
When you're ready, choose Let's Go!

If you're not sure how to get your Invoices in a CSV file, you can download the Import Guide when going through the steps, and you can also check out our third-party app options. They offer apps that allow you to take Invoices in other software and enter them into QuickBooks with ease.

Please don't hesitate to touch base with me here if you need any additional assistance. I look forward to hearing from you again.

Fiat Lux - ASIA · ‎March 04, 2020

@himemisc

Utilize the 3rd party tool to import your Invoice and Receive-Payments data to speed up the process.

https://transactionpro.grsm.io/qbo

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

Hope it helps.

himemisc · ‎March 05, 2020

Thanks so much! I was able to get everything already paid imported and reconciled and then I just entered every invoice we have already sent and are still waiting for payment. WOW! Huge difference. Thanks everyone for your help.

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