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Koonsie50
Level 2

Importing invoices and enabling Pay online into QB Desktop 2020

We import invoices from a 3rd party software.  I can change the IIF format if needed.  I have all of my customers set up to enable online payment.  When i import a new invoice however the default state for the Online pay option is set to off.  Is there a switch in the IIF which can enable this feature or do i have to change every single invoice i import manually?

Solved
Best answer July 13, 2020

Best Answers
BigRedConsulting
Community Champion

Importing invoices and enabling Pay online into QB Desktop 2020

Unfortunately there is no setting in the IIF file format for this.  Intuit could add it anytime but they haven't.

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20 Comments 20
BigRedConsulting
Community Champion

Importing invoices and enabling Pay online into QB Desktop 2020

Unfortunately there is no setting in the IIF file format for this.  Intuit could add it anytime but they haven't.

Koonsie50
Level 2

Importing invoices and enabling Pay online into QB Desktop 2020

Duplicate post

 

Koonsie50
Level 2

Importing invoices and enabling Pay online into QB Desktop 2020

So any invoice I import from an IIF will have a default status of online payment disabled.  For every invoice i import, I will need to go into each one and click to enable online payments?  Seems like Intuit should be able to put a switch in an IIF to enable that feature if they want people to use their online payment systems.  I generate >50 invoices a week so clicking on each one individually seems unrealistic, especially because there is a client option that says enable online payments.  

I hope someone is listening.

Divina_N
QuickBooks Team

Importing invoices and enabling Pay online into QB Desktop 2020

Hi there, @Koonsie50.

 

I appreciate you providing details about your concern. The online payment option will be applied to the invoice if the setup is created inside QuickBooks Desktop. Since the invoices are imported, the feature's status will be based on the imported file. 

 

If the IIF file is from your third party software, I suggest reaching out to the app's support team. This way, they can assist you further to enable the feature in your IIF file.

 

For additional information, you may check out these articles:

 

 

You can also visit our QuickBooks Blog for any updates about latest product features and enhancements of the software. This page also provides articles under QuickBooks tutorials, Accountant Advice, etc.


Should you need anything else, don't hesitate to comment below. I'm always around to help. Stay safe and take care always.

Koonsie50
Level 2

Importing invoices and enabling Pay online into QB Desktop 2020

Divina,

I am happy to reach out to my software vendor but based on all information they have an the reading i have done on the links you provided, there is no reference to enabling online pay from within an IIF. I read both the IIF file format links and the online payments link and neither provide guidance on how to enable online payments via an IIF file.  Can you provide a reference that specifically mentions the online payment option as it relates to an IIF file?  Once I have that, I can provide guidance to my 3rd party software company and they can modify the IIF structure.  

Fiat Lux - ASIA
Level 15

Importing invoices and enabling Pay online into QB Desktop 2020

We don't find any fields related to online payment in Invoice data of QBD file. It means company doesn't allow us to modify them whatsoever.

BigRedConsulting
Community Champion

Importing invoices and enabling Pay online into QB Desktop 2020

@Koonsie50 

"Seems like Intuit should be able to put a switch in an IIF to enable that feature if they want people to use their online payment systems."

 

Yes!

IMPORTING INVOICES INTO DESKTOP
Level 1

Importing invoices and enabling Pay online into QB Desktop 2020

what is the name of 3rd party software to import invoices into desktop 

MariaSoledadG
QuickBooks Team

Importing invoices and enabling Pay online into QB Desktop 2020

Allow me to jump into this thread, IMPORTING INVOICES INTO DESKTOP.

 

QuickBooks integrates with different kinds of third-party applications to cater to your business needs.

 

You'll want to check out our Intuit Marketplace so you can look for a specific app that can import invoices into QuickBooks Desktop. You have the option to check the app description and check its' reviews so you can decide which app to choose.

 

In case you'll want to add and match bank transactions, please visit this article for your future reference: Add And Match Bank Feed Transactions In QuickBooks Desktop.

 

Let us know if you need anything else. We're always right here to help.

Fiat Lux - ASIA
Level 15

Importing invoices and enabling Pay online into QB Desktop 2020

@IMPORTING INVOICES INTO DESKTOP 

Pick one of these importer tools

https:// transactionpro.grsm.io/qbd

https:// partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

cglassen
Level 1

Importing invoices and enabling Pay online into QB Desktop 2020

I reached out to my software vendor (Autotask), they reported that Quickbooks does not make any field related to online payments available to them.... Meaning, they have no control over this.

 

Autotask uses Quickbooks Web Connector to import invoices.

 

The only way I have found around this is going into EACH invoice manually to re-send... Not feasible for 100's of invoices each month. 

 

This is a bug in Quickbooks, it should be applying the customers payment settings on the fly as invoices are being imported. 

Fiat Lux - ASIA
Level 15

Importing invoices and enabling Pay online into QB Desktop 2020

@cglassen 

Consider having another payment processor to integrate with your QB Desktop with a connector. It supports more than 20 payment processors in the market.

ccaffrey
Level 2

Importing invoices and enabling Pay online into QB Desktop 2020

I'm having this same issue. 19+ invoices sent out weekly and every time I need to manually go into each invoice to enable Credit Card payments? Not scalable. This issue makes me want to consider looking for solutions outside of QB.  QB, please add this feature when importing CSV's.

RCV
QuickBooks Team
QuickBooks Team

Importing invoices and enabling Pay online into QB Desktop 2020

Thanks for bringing this one to our attention, ccaffrey.

 

The online payment option will be applied to the invoice if the setup is created inside QuickBooks Desktop. If the invoices are imported, the feature's status will be based on the imported file.  To learn more about turning on payments so your customers can pay you directly from the invoices you send them, see the Send online invoices in QuickBooks Desktop article.  We recommend submitting product suggestions to our engineers about your request when importing CSV by following these steps:

  1. Go to Help at the top menu bar.
  2. Choose  Send Feedback Online.
  3. Click on Product Suggestion.
  4. Click on the drop-down for Type of Feedback and select Product Suggestion.
  5. Select the Product Area.
  6. Then enter your thoughts and suggestions.
  7. Once done, select Send Feedback.

 

Ideas like this are helpful in identifying the features our customers want the most for consideration in future enhancements. Your valuable feedback goes to our Product Development team to help improve your experience in QuickBooks. 

 

On the other hand, if the IIF file is from your third party software, It would be best to reach out to the app's support team. This way, they can assist you further to enable the feature in your IIF file. If not, you'll want to check out our Intuit Marketplace so you can look for a specific app that can import invoices into QuickBooks Desktop. You have the option to check the app description and check its' reviews so you can decide which app to choose.

 

Visit our QuickBooks Help Articles page for more insight s about managing your business in your software.

 

I'm just one post away if you need a hand with running reports or any QuickBooks-related. I'll be here to help you out. Have a great day. 

Koonsie50
Level 2

Importing invoices and enabling Pay online into QB Desktop 2020

Thank you so much for replying.  We use a import file which I can have modified if the "pay online" trigger exists in the import.  Just tell me where the switch goes and I will put it in there.  additionally the warning about "Import your IIF File"can be irritating because the software finds errors which we cannot diagnose but if i choose to import without review everything works correctly.  

LeftyStephy
Level 1

Importing invoices and enabling Pay online into QB Desktop 2020

Good morning everyone - I am also a QBO user and use SaasAnt to import invoices.  Has there been a solution to this yet?  We send over 500 invoices a month.  Scale is definitely an issue.  

MariaSoledadG
QuickBooks Team

Importing invoices and enabling Pay online into QB Desktop 2020

Let's make sure to fix the issue, LeftyStephy.

 

I can see how you want the IIF feature to work perfectly every time you import multiple invoices. You'll want to submit feedback to our developer's team so they'll know how important is this for your business. Just make sure no related request has been submitted before requesting another one. 

 

I've added this article in case you'll want to know how to import invoices to QuickBooks Online in one go: Import Multiple Invoices At Once

 

In addition, you can print and email multiple sales forms by batch to save time. To do this, you can check out this article for more details: Email Or Print Multiple Invoices And Sales Forms

 

Let me know if you have any concerns about import invoices using IIF. Remember, I'll be one post away if you need help.

Koonsie50
Level 2

Importing invoices and enabling Pay online into QB Desktop 2020

Ms. Maria, Could you reach out to me to help me understand how to resolve these issues?  or provide me a contact number.  I am in the same scenario as the other poster.  We generate more than 500 invoices a month.  I really like QB but the importing of IIF invoices functionality has gotten worse over the years.  I would love the ability to send a link for a client to pay their invoice via a pay link through QB and I would be happy to pay the service fee if i didnt have to provide a staff member to enter payment information.  

MichelleBh
Moderator

Importing invoices and enabling Pay online into QB Desktop 2020

On behalf of my colleague, I'm committed to help resolve the issue too, Koonsie50.

 

I'll ensure that your customer can pay their invoices using the payment link through QuickBooks Desktop. This way, you and your customer can save time. 

 

That's not the experience I want you to come across using our import functionality. With this, I recommend sending feedback to our engineers so they can figure out a solution to solve this problem in no time. This way, your overall experience in QuickBooks will enhance. You can follow the steps outlined by RCV above. To follow up on your feedback, you can go to our Customer Feedback status for QuickBooks. This page is also where you may vote and give feedback for any future suggestions.

 

You'll need to enable online payments to all your clients in your QBDT preferences for your customer to use this feature. To do this, follow the steps below: 

 

  1. Go to the Edit menu and select Preferences.
  2. Choose Payments and pick Company Preferences.
  3. In the Online Payments section, pick payment methods you want to make available to all customers and click OK
  4. Hit Apply to existing customers.

 

Once done, your customer can pay you online using the link they receive. For more information, check out this link: Send online invoices in QuickBooks Desktop.

 

In addition, visit the following articles on how to deposit multiple payments and learn about the different tasks with IIF:

 

 

If you have any opinions on the QuickBooks, please feel free to share them with me in this feed. I'm always here to help. Be safe, Koonsie50.

Fiat Lux - ASIA
Level 15

Importing invoices and enabling Pay online into QB Desktop 2020

@Koonsie50 

Consider having a 3rd party connector to do so. Contact us in private and we may introduce you to the app developer directly.

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