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Thanks for posting your concern in the Community, @jackycyberpro. Let me assist you with how to map your invoice import fields in QuickBooks Online (QBO).
First, organize your spreadsheet. You may create one or get a sample file in QBO. To do that, go to the Gear icon, click Import Data, select Invoices, then Download sample CSV. Ensure that the spreadsheet has the following columns and is in .CSV format:
- Invoice number
- Customer
- Invoice Date
- Due date
- Item amount
If your spreadsheet has new products or services, be sure to add them in QBO before importing. It's possible that the program doesn't yet include Overhead Labor, which is why an error appears during the import. That said, add it as a product or service first before uploading.
Once done, upload your spreadsheet and map the import fields. Verify that the column headings correspond to the fields on the QBO invoice. This way, the line item will be recognized by the program preventing you from experiencing the second error message.
For detailed instructions, please see this article: Import multiple invoices at once in QuickBooks Online.
When you receive a payment from a customer, record it in QBO to mark the invoice as paid. Otherwise, the invoice remains open and unpaid in your reports.
Please feel free to return to this thread whenever you have further queries about importing invoices. I'll be here for you at all times. Have a great day and stay safe!
