In QB Online, When importing invoices from CSV how can i have it auto-set the accepted payment type to EFT??

Do you need to import the outstanding invoice data or receive payments data against your invoice?

Hi there, JS2138.

Welcome to the QuickBooks Community. I recognize the importance of having the option to auto-set the accepted payment type to EFT when importing invoices. I'll ensure you can send feedback so your suggestion for the said option will be available soon.

When uploading invoices in QuickBooks Online, there are specific details that you can and can't import. That said, setting the accepted payment type to EFT automatically is currently unavailable. This is because the payment method/type should only be set up when receiving payments. I encourage you to submit feedback. These requests and recommendations are sent to the Product Development Team for consideration in future updates. To start with, you'll have to go to the Help icon and select Send Feedback.

Lastly, you may refer to this article to view steps on how you can personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Let me know if you have any other QuickBooks concerns about importing invoices by adding a comment below. I'm always here to help you, JS2138. Have a wonderful day!

REALLY? If we always allow EFT payment on all invoices I cant have it happen automatically on imported invoices like it is set automatically on manually entered invoices? If I import 100 invoices I must manually change 100 invoices, one at a time, to enable EFT payment? 

That makes no sense at all. That is bad software design.

Allow me to step in and provide some insights about assigning a payment method on the invoice, JS2138.

The invoice form doesn't have a payment method field. That's why you're unable to select the EFT or any other payment options. 

You may need to check again the required columns before importing invoices.

• What's required to import invoices
• Download this sample spreadsheet.

Or visit this article to see what data you can and can't include when importing invoices: Import multiple invoices at once.

After importing invoices, you can record their payments and select the EFT option from there. The Receive payment form has the Payment method field on it.

Don't hesitate to post again if you have other QuickBooks concerns. I'm always right here to provide the information that you need.

So are you saying there is no way to automatically allow the invoice to always off EFT payment as an option?

We use Quickbooks payments - so I can't record the payment - it is done by Quickbooks when the payment is made. I don't know if the payment has been made until Quickbooks has received it. But if the EFT option is not offered it can't be made by our customer that way. We want to offer the option to do EFT or a physical check in the mail.

Is the bottom line that it can't be done?

Why doesn't Quickbooks take the payment methods that are defaults on all my other invoices and apply them to imported invoices?

@JS2138 

You can prepare your invoice data with the following template

then utilize an importer tool

https://transactionpro.grsm.io/qbo

Thank you for adding more details about the issue, JS2138.

The information you shared gives us a better picture of how you handled your customers’ payments. Let me point you in the right direction about your concern.

As mentioned by my colleagues, the functionality to automatically set EFT payments when importing invoices is unavailable at this time. Aside from that, the columns displayed on invoices are built-in in the online program. Thus, the following columns are the ones you can import:

• Invoice number
• Customer
• Invoice date
• Due date
• Item amount
• Item tax code

In addition to @ Fiat Lux – ASIA answer, I still recommend you let our product engineers know that setting automatic EFT payments for invoices, especially when importing them is beneficial for your company. This saves time because you no longer have to edit each sales transaction and lets you carry out other tasks in QuickBooks Online (QBO).

Here’s how to submit:

1. In your company, navigate your mouse to the Gear icon in the upper right and choose Feedback under Profile.
2. Next, type your product suggestion in the Feedback window.
3. Click Next to send it.

To learn more about the different ways to receive customer payments, click here to view the article. It includes instructions on how to set up payment options directly on the invoice as well as process in-person payments.

We’ve collated resources to ensure users can manage any QuickBooks Payments activities efficiently. The following article contains topics that will guide you on how to handle your customers’ accounts, fix card reader issues, sending of e-invoices, to name a few: QuickBooks Payments FAQ.  Make sure to click the title of the write-up to see the full details.

This information should help you move forward today, JS2138.

If you have other customer-related concerns or questions about QuickBooks, click the Reply button and add a comment. I’ll get back to answer them for you. Have a good one.

Thank you so much for this. Nowhere online or in the manual I have downloaded is there a complete list of all fields that can be set when you import invoices. The instructions available consist of one sample file with only a few of the fields that can be set. This should do it!

OH. The answer from Fiat - Lux is for a third party program. Never mind. Doesn't really help much. Should be in Quickbooks. I will follow your instructions and see if I can get it to work out.

---

@Rasa-LilaM wrote:

Thank you for adding more details about the issue, JS2138.

The information you shared gives us a better picture of how you handled your customers’ payments. Let me point you in the right direction about your concern.

As mentioned by my colleagues, the functionality to automatically set EFT payments when importing invoices is unavailable at this time. Aside from that, the columns displayed on invoices are built-in in the online program. Thus, the following columns are the ones you can import:

 

• Invoice number
• Customer
• Invoice date
• Due date
• Item amount
• Item tax code

In addition to @ Fiat Lux – ASIA answer, I still recommend you let our product engineers know that setting automatic EFT payments for invoices, especially when importing them is beneficial for your company. This saves time because you no longer have to edit each sales transaction and lets you carry out other tasks in QuickBooks Online (QBO).

Here’s how to submit:

 

1. In your company, navigate your mouse to the Gear icon in the upper right and choose Feedback under Profile.
2. Next, type your product suggestion in the Feedback window.
3. Click Next to send it.

To learn more about the different ways to receive customer payments, click here to view the article. It includes instructions on how to set up payment options directly on the invoice as well as process in-person payments.

We’ve collated resources to ensure users can manage any QuickBooks Payments activities efficiently. The following article contains topics that will guide you on how to handle your customers’ accounts, fix card reader issues, sending of e-invoices, to name a few: QuickBooks Payments FAQ.  Make sure to click the title of the write-up to see the full details.

This information should help you move forward today, JS2138.

If you have other customer-related concerns or questions about QuickBooks, click the Reply button and add a comment. I’ll get back to answer them for you. Have a good one.

---

the csv import fields to import invoices require invoice #s, but I want QBO to autonumber them -can this be

e done?

Thank you for posting here in the Community, @GailQAP. 
 

I've checked that you've posted the same question twice and my colleague has already added an answer. If you haven't been notified of the new response, check this link. 
 

If you need further assistance, don't hesitate to leave a comment below. I'm always here to help.