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edenwillow
Level 3

Importing multiple invoices to QBO with classes

Does anyone know if there is a way to import multiple invoices using a CSV file and including the classes? That doesn't seem to be one of the field options for import which means we're stuck doing a manual bulk edit. Thanks for your help!

3 Comments
MirriamM
Moderator

Importing multiple invoices to QBO with classes

It's nice to see you again, @edenwillow.

 

In QuickBooks Online Advanced, you can import multiple invoices at once. There is also other information that will be imported, these are: 

  • Can import a maximum of 100 invoices at a time and 1,000 row limit per spreadsheet.
  • Can import invoices with single or multiple line items.
  • Can also import a large volume of customers and vendors or products and services.

However, at this time, the option to import with classes isn't an option. As a workaround, you'll need manually assign classes when imported or you may wish to consider checking third party applications. Just visit the QuickBooks App Center through this link https://apps.intuit.com/.

 

Additionally, to learn more about importing invoices, you can check out this reference: Import multiple invoices at once.

 

You’re always welcome to visit us again if you have other questions concerning QuickBooks, I’d be happy to further assist you. Take care.

vpcontroller
Level 11

Importing multiple invoices to QBO with classes

@edenwillow 

@MirriamM 

 

"Importing multiple invoices to QBO with classes"

 

Unfortunately, you can't import multiple invoices with the Class any QBO in any version including $150 per month Advanced plan. They have Location but no Class. That makes no sense, right? 

It seems like they just missed it.

 

Send them Feedback (Gear at the upper-right corner > User profile > Feedback).

 

import_data_invoices.PNG

 

import_invoices-map.PNG

Fiat Lux - ASIA
Level 15

Importing multiple invoices to QBO with classes

@edenwillow 

For the time being, utilize the trial period of this 3rd party tool to import the Invoice data with Class in bulk

https://transactionpro.grsm.io/qbo

 

Should you need to purchase it, use promo code 20PERCENTOFF at checkout, valid until April 30th, 2020

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