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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:
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.
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!
They all come up unpaid when I import them how do I change that?
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?
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:
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.
You should import other transactions as Receive Payments with the following template
RefNumber | TxnDate | PaymentRefNumber | Customer | PaymentMethod | DepositToAccount | InvoiceApplyTo | LineAmount | PrivateNote | Currency | ExchangeRate |
1 | 28/11/2020 | 50245 | Janice Johnson | Check | Checking | 101 | 100.00 | |||
2 | 28/11/2020 | 4908 | Leonard Walker Inc | Check | Checking | 102 | 138.78 | |||
3 | 28/11/2020 | 4908 | Lisa Smith | Check | Checking | 103 | 126.50 |
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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