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info1494
Level 1

Upload a spreadsheet with sales data to quickbooks

 
6 Comments 6
ReymondO
QuickBooks Team

Upload a spreadsheet with sales data to quickbooks

Good day, @info1494.

 

Are you trying to import your sales transactions in QuickBooks Online (QBO)? 

 

If so, QBO Advanced lets you import multiple invoices at once so you can save time. Let me show you how:

 

  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. Continue by clicking Next. Then, map your import fields.
  5. After you map the fields, review the summary of your import. If everything looks good, select Start import.
  6. Once you're done, click OK.

invoices imported.PNG

If this is the time you import your sales transactions, you can download our sample guide. This will walk you through the process on how to set up your CSV file.

 

In case, you're using a different subscription, you can use a third-party app instead. Simply go to the Apps menu and search for an app.
apps.PNG
If you don't know what QuickBooks version you're using, click this link here to find out. 

 

Additionally, here's the list of what you can and can’t import in QuickBooks.

 

Let me know how else I can help you with QuickBooks by adding a comment below. I'm more than happy to lend a helping hand. Keep safe!

Fiat Lux - ASIA
Level 15

Upload a spreadsheet with sales data to quickbooks

@info1494 

Utilize an importer tool

https:// transactionpro.grsm.io/qbo

 

esrogers21
Level 1

Upload a spreadsheet with sales data to quickbooks

They all come up unpaid when I import them how do I change that?

 

esrogers21
Level 1

Upload a spreadsheet with sales data to quickbooks

After I import the invoices, they come up unpaid, but I have already made all of these sales, and they are paid is there a way to change them each into sales receipts instead of just invoices?

Rea_M
Moderator

Upload a spreadsheet with sales data to quickbooks

Hello there, @esrogers21. Welcome to the Community.

 

Let's process Receive payment transactions so you can mark your imported invoices as paid in QuickBooks Online (QBO) and keep your sales and income transactions updated.

 

When you import invoices to QBO, they won't automatically be tagged as paid. Since there isn't an option to change them into sales receipts, you'll have to open each invoice and record its payment manually. To do this, here's how:

 

  1. Go to Get paid & pay or Sales & expenses or Sales menu, then select Invoices.
  2. Find the imported invoice and click the Receive payment option under the Action column.
  3. From the Payment method dropdown, select the payment method (credit card, debit, PayPal, Venmo, or ACH bank transfer).
  4. From the Deposit to dropdown, select the account you put the payment into.
  5. In the Outstanding Transactions section, select the checkbox for the invoice you're recording the payment for.
  6. Enter the Reference no. and Memo if needed.
  7. Select Save and close.

 

You can also refer to this article for the complete guide: Record invoice payments in QuickBooks Online.

 

Additionally, you may want to check out one of our Help pages as your reference to guide you in managing invoices and customer data, processing payments, and customizing sales forms in QBO: Sales and customers help for QuickBooks Online.

 

If there's anything else you need or if you have other concerns about managing invoices and income transactions in QBO, I'm always ready to help. Take care, @esrogers21.

Fiat Lux - ASIA
Level 15

Upload a spreadsheet with sales data to quickbooks

@esrogers21 

You should import other transactions as Receive Payments with the following template

RefNumberTxnDatePaymentRefNumberCustomerPaymentMethodDepositToAccountInvoiceApplyToLineAmountPrivateNoteCurrencyExchangeRate
128/11/202050245Janice JohnsonCheckChecking101100.00   
228/11/20204908Leonard Walker IncCheckChecking102138.78   
328/11/20204908Lisa SmithCheckChecking103126.50   

  

Use an importer tool to proceed. Another option, you can import data as Sales Receipt. You have to import 2 times if you use Invoice and Receive Payment.

https://get.transactionpro.com/qbo

 

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