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james-chung17
Level 1

How can i download customer history?

trying to download customer history, past transactions, to online version.
2 Comments 2
ReymondO
Moderator

How can i download customer history?

Good day, @james-chung17.

 

Are you trying to import invoices into QuickBooks Online (QBO)? 

 

If this is what you're to do in QuickBooks, you can use a CSV file to download multiple invoices using into the program. 

 

Let's start by preparing your spreadsheet. You can download a sample file found in the product's setting. Simply go to Settings ⚙ and select Import data. Then, click Invoices and Download sample csv.

 

Your spreadsheet should be .csv format and have the following columns:

  • Invoice number
  • Customer
  • Invoice date
  • Due date
  • Item amount

 

If your spreadsheet has new products or services, customers, and vendors, be sure to add them in QuickBooks before importing.

 

Once done, here's how to upload your spreadsheet so you can start the import.

 

  1. Go to Settings ⚙ and select Import data.
  2. Click Invoices.
  3. Select Browse and then find and choose the spreadsheet of your invoices.
  4. Click Next.

 

If you have new imported customers without setting its proper currency, QuickBooks assumes the currency is USD. If you have multicurrency turned on, you can import invoices in foreign currencies.

 

Lastly, map your import fields and make sure that everything looks good. Then, select Start import and click OK if all your invoices have imported successfully.

 

For complete steps, please see this article: How to import multiple invoices to QBO in one go.

 

Moreover, you can import a large volume of customers and vendors or products and services.

 

If you're referring to something else, feel free to add a reply to this thread. I'll be here to help you accomplish your task in QuickBooks. Have a good one. 

Fiat Lux - ASIA
Level 15

How can i download customer history?

@james-chung17 

Did you switch from QBB Desktop or another accounting program?

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