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Notably, to perform a batch upload for invoicing in QuickBooks Online (QBO), the spreadsheet should be in CSV format. When preparing your spreadsheet, ensure it includes columns like the date, description, and amount. Primarily, QBO uses these three columns for importing data, so you can remove any additional columns to streamline the process. Once your spreadsheet is ready, save it as a CSV file before uploading it to QuickBooks Online for batch invoicing.
You can follow the steps below on how to perform a batch upload for invoicing:
Prepare Your Spreadsheet:
- Create a spreadsheet in .csv format with columns like Invoice number, Customer, Invoice date, Due date, Item amount, etc.
- Ensure each line entry has the necessary details if invoices have multiple line items.
Upload Your Spreadsheet:
- Go to Settings ⚙ and select Import data.
- Choose Invoices and upload your spreadsheet.
- Map your spreadsheet's columns with QuickBooks invoice fields.
Import Invoices:
- Review the import summary and select Start import.
- Confirm successful import or note any failures.
Create Batch Invoices:
- Select + New and then Batch transactions.
- Enter invoice details for multiple customers in separate lines.
- Save the batch of invoices.
Send the Same Invoice to Multiple Customers:
- Select + New and then Batch transactions.
- Create the invoice you want to duplicate and choose Duplicate invoice for multiple customers.
- Select the customers to send the invoice to and save.
Furthermore, you can follow the detailed instructions on how to perform batch invoicing in this article: Import multiple invoices at once in QuickBooks Online.
Additionally, you might find it helpful to check out this article to get more insights and information: Common questions about importing data to QuickBooks Online.
I'm just a post away if you have more questions about importing data in QuickBooks Online. Have a great day!
