Import spreadsheet? We conduct sales on an offline computer spreadsheet, can we just import that as a sales invoice?

Hi there, @evan.

You've come to the right place! I have all the instructions you'll need to get your invoices uploaded. This way, you won't need to enter them manually.

In QuickBooks Online, you can import multiple invoices in one go. First, you'll have to prepare your spreadsheets in .CSV format. You may create your own or download a sample file.

Here's how:

1. Go to the Gear icon and select Import data. 
2. Choose Invoices.
3. Click Download sample CSV.

Then, before you upload, here are some key points to keep in mind:

• If your invoices have multiple line items, ensure each line entry has an invoice number, customer, invoice date, and so on.
• If your spreadsheet has new products, services, customers, and vendors, add them to QuickBooks before importing.
• You can import 100 invoices with 1,000 rows limit per spreadsheet.
• You can't add discounts, credit memos, or any negative amounts.

Once it's ready, follow these instructions to import your file:

1. Go to the Gear icon and select Import data.
   
2. Choose Invoices.
3. You may mark the checkbox to add new customers that don't already exist in QuickBooks.
   
4. Click Browse and then find and select the spreadsheet of your invoices. 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.
5. Select Next.

Then, make sure your spreadsheet’s column headings match with QuickBooks fields. For the detailed steps, proceed to Step 3 in this article: Import multiple invoices at once.

Please feel free to click the Reply button if you have other questions about this process and let me know how it goes. I'd be happy to further assist you. Have a wonderful day!

Great, thank you.  Is there a way to then mark it as paid without having to create an independent sales receipt?

Thank you!  Is there a way to then mark the invoice as paid, without having to create sales receipts?

Welcome back, @evanrstanley-gma.

I'm here to provide details concerning mark invoices paid in QuickBooks Online.

When marking the invoices as paid, there is no need to create sales receipts.

To mark an invoice as paid, you must record the customer payment after processing it in QuickBooks. Or else, the invoice is unpaid and remains open, appearing on your reports.

Here's how to receive the payment:

1. Click the + New button and choose Receive Payment.
2. Go to the customer’s profile from the Outstanding Transactions section and select the invoice that you’d like to mark as paid.
3. Add all the necessary information.
4. Select Save and close.

If you receive partial payment, there also a way how to record them in QuickBooks. Visit this page for your guide: Record invoice payments in QuickBooks Online.

Please refer to this article on how you can use the credit toward an invoice, refund the customer, or enter the overpayment as a tip in QuickBooks: Handle a customer credit or overpayment in QuickBooks Online.

If you have any additional query, know that you are always welcome to post again. Continuing success to you and your company.