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DirofFin19
Level 2

Import excel file to create invoices automatically in quickbooks Pro

Hi, I have this very simple spreadsheet that has Client name and dollar amount. There are more than 700 records. These are receivables. I would like to use this spreadsheet to create Invoices automatically, is this possible to do directly with quickbooks desktop pro, or do I need to acquire a third party software to do this? It would be a very simple 1 line item invoice, just time consuming because this happens 4 times a year. I'm trying to automate this process if possible. Thanks for the feedback!

4 Comments
Rose-A
Moderator

Import excel file to create invoices automatically in quickbooks Pro

Thanks for dropping by, DirofFin19.

I've got you covered in automating the spreadsheet to create invoices via QuickBooks Pro.

 

You can use the IIF file to import the spreadsheet into QuickBooks Desktop. This type of files is used to import QuickBooks Desktop data from different platforms.

 

To do that, here's how:

 

  1. Sign in to your company file as the Admin.
  2. Make sure you are in Single User mode.
  3. From the QuickBooks File menu, select Utilities then Import, and then choose IIF Files.
  4. Locate your .IIF file and highlight it. Then Open.
  5. Select OK on the pop up message confirming your data has been imported.

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To know more about IIF files, you can refer to these recommended articles:

 

For additional help, you can also reach out to our QuickBooks Desktop Support.

 

  1. Within your QuickBooks Desktop, click Help at the top menu bar.
  2. Click Contact us.
  3. To route you to the correct support expert, we need to know what type of question you have. Give a brief description of your issue and click Continue.
  4. We’ll provide you a few options. You choose which one is best for you.

If I can be of help while importing your spreadsheet into QuickBooks, please let me know. I'll stick around to help.

DirofFin19
Level 2

Import excel file to create invoices automatically in quickbooks Pro

Thanks so much. How do I make my .xlsx spreadsheet into a IIF file so that I can import it? And how do I determine the columns that must be in the spreadhseet so that they go into the invoice? For example I want to use the "Rep" option to show on the invoice. Is that possible? Thanks again!

Anonymous
Not applicable

Import excel file to create invoices automatically in quickbooks Pro

hi @DirofFin19 ,

If you are a newbie to IIF, you may consider using a 3rd party data importing (like TPI).

https://transactionpro.grsm.io/fl-qbd

 

Hope it helps.

DirofFin19
Level 2

Import excel file to create invoices automatically in quickbooks Pro

Tried to get TPI yesterday. We are unable to download the app, keeps on having errors. All of their suggested fixes have not worked. As of today, still not working and I have not heard from anybody from Transaction Pro Importer all morning... They don't have a phone number where we can call. They haven't offered to do a remote session or anything. They took the money yesterday and went silent today... It's unfortunate, I had high hopes for this app but I'm going to have to look for something else. Thanks though.

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