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importing job card data to produce an invoice

We are a truck repair facility looking to set up a paperless environment in the workshop, this would mean using a program operated from a tablet to replace the traditional job card. We currently use Quickbooks desktop and manually type in all the information from the job card to produce an invoice. Ive been exploring to see if its at all possible to import data to produce an invoice rather than carry on with double entry (technician recording on job card and then being typed up).

 Does anyone have any experience with this? Ive tried importing data via utilities but it doesnt seem to have the right options (VAT amount, registration number, ect)

Any help would be greatly appreciated.

5 Comments
QuickBooks Team

Re: importing job card data to produce an invoice

Good day, MJ Commercials.

 

I'd like to know more about this so I can provide the right answer. Did you use an Excel file to import the job card data? Can you provide a screenshot of your job card?

 

Any information is appreciated. Thanks in advance. 

Level 1

Re: importing job card data to produce an invoice

Hi Kristine, 

Thank you for getting back to me.

Yes I attempted to import from a c.s.v file, ive attached our current job card. 

I will also send a screen shot of where I got stuck.

Many Thanks

Level 1

Re: importing job card data to produce an invoice

Hi Kristine, 

Thank you for your reply, yes I used a c.s.v file ive attached our current job card layout.

Many Thanks

Hayley 

Level 1

Re: importing job card data to produce an invoice

Hi Kristine, 

Ive attached a screen shot of the stage that I got to using the utilities import data section.

Thanks again

 

Anonymous
Not applicable

Re: importing job card data to produce an invoice

Good day, MJ Commercials,

 

Thanks for getting back to us and sharing additional details about the issue.

 

When recording sales transactions into QuickBooks Desktop, manual entry of your invoices is recommended to make sure your data is accurate. This also helps keeping track of your accounts receivables.

 

However, if you're using a third-party app to connect your invoices in QuickBooks, you may need to get in touch with our Intuit Developers to get help synch the data into our system. Here's how you can get them: https://developer.intuit.com/app/developer/homepage

 

If you're manually importing data through MS Excel files, you'll need to make sure all items are mapped based on the import guidelines. You may want to check this article to get full instructions when importing transactions into QuickBooks Desktop: Import or export MS Excel files

 

Please let me know how it goes, MJ Commercials. I'm here if you need further assistance. Have a good one!

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