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pborges
Level 1

Import invoices from Justworks (PEO) to QB

Hello,

How do I import invoices from Justworks to QB online? I just changed the desktop version to the online one.

1 Comment 1
IrishNinoJ
QuickBooks Team

Import invoices from Justworks (PEO) to QB

Hello there, pborges.

 

I suggest reaching out to Justworks  Support team if it's possible to integrate the app. If they don't support integration with QuickBooks, you can manually import invoice data into QuickBooks Online and make sure to turn off sales tax for a smooth process.

 

Here's how to import:

 

  1. Go to the Gear icon, and under Tools choose the Import data.
  2. Select Invoices.
  3. (Optional) Select the checkbox to add new customers that don't already exist in QuickBooks.
  4. Select Browse and then find and select the spreadsheet of your invoices.
  5. Note: If you have new imported customers without setting its proper currency, QuickBooks assumes the currency is USD. If you have multicurrency turned on, you can import invoices in foreign currencies.
  6. Select Next.

 

Once done, make sure your spreadsheet’s column headers match with the QuickBooks invoice fields.

 

  1. Map the column headers with invoice fields in QuickBooks. Fields with an asterisk (*) are required.
  2. Select Not applicable for any fields not in your spreadsheet.
  3. Note: QuickBooks populates with a generic item called "sales" for missing products and services.
  4. Select the date format you used, like DD/MM/YYYY.
  5. Select Next.

 

After you've mapped the fields, review the summary of your import. If everything looks good, select Start import.

 

Once you’re done:

 

  • Select OK if all your invoices have imported successfully.
  • If some invoices fail to import, note why, then select Done.

 

For more detailed instructions you can visit this article: Import multiple invoices at once in QuickBooks Online

 

Also, I've added this article to learn how to receive and record invoice payments: Record invoice payments in QuickBooks Online

 

I'll keep an eye out for your reply. And if you have any other QuickBooks-related concerns, feel free to include them in the comments. We're here to assist you 24/7.

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