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amarie0070
Level 1

I don't make my invoices on this platform. In the past I have been able to upload them. How can I do this now. It appears things have changed.

 
2 Comments 2
jamesjdt
Moderator

I don't make my invoices on this platform. In the past I have been able to upload them. How can I do this now. It appears things have changed.

Hi, amarie0070. I'm happy to help you import invoices using the new QuickBooks Online interface.


In the updated layout, the import feature has been relocated. Here are two methods to upload your invoice file:

 

Method 1: Batch transactions (Recommended for QuickBooks Online Advanced users)

 

  1. Click the + New button in the top-left corner.
  2. Select Batch transactions.
  3. Choose Invoices from the dropdown menu.
  4. Click Import and upload your CSV file.
  5. Continue the import process.


Method 2: Import data

 

  1. Click the Settings (gear icon) in the top-right corner.
  2. Under the Tools section, select Import data.
  3. Choose Invoices.
  4. Upload your CSV file.
  5. Continue the import process.


If you don’t see these options, try switching back to the classic view temporarily. Look for a toggle or link in the top-right corner of your screen labeled Switch to classic view.

 

If you can’t find this option or the issue persists, please share additional details about your import attempts. This will help us diagnose the problem and assist you with troubleshooting. We're here to help.

jamesjdt
Moderator

I don't make my invoices on this platform. In the past I have been able to upload them. How can I do this now. It appears things have changed.

Hi @amarie0070,


I just wanted to follow up to check if the resolution we provided helped resolve your issue.


Please let us know if everything is now working as expected or if you're still experiencing any problems.


We'll be glad to assist further if needed.

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