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February 3, 2021
Question

Upload a spreadsheet with sales data to quickbooks

  • February 3, 2021
  • 2 replies
  • 8 views
No text available

2 replies

Moderator
February 3, 2021

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.

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!

January 11, 2023

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

 

Fiat Lux - ASIA
Level 14
February 4, 2021

@info1494 

Utilize an importer tool

https:// transactionpro.grsm.io/qbo