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rmiller478
Level 1

Quickbooks Desktop

Is there a way I can use excel to create invoices in QuickBooks? Also is there a way to use excel to update new and existing clients names and addresses

2 Comments 2
LeizylM
QuickBooks Team

Quickbooks Desktop

Glad to have you here in the Community, rmiller478.

 

I can share some details about creating invoices using excel in QuickBooks Desktop (QBDT). 

 

The option the use excel to create invoices isn't available in QuickBooks Desktop. As a workaround, you can utilize the IIF feature to import invoices data in your QuickBooks Desktop. 

 

Here's how:

 

  1. Go to the File menu, then select Utilities.
  2. Choose Import, then Excel Files.
  3. Click Advanced import.
  4. Follow the on-screen process and map the information.

 

You can check out this article for more details about importing customers' profiles using Excel: Import or export MS Excel files

 

Additionally, you can add and edit multiple customers, vendors, and items. You can copy and paste list information from Excel directly into QuickBooks.

 

Feel free to swing by anytime you need help with creating invoices and updating your information in QBDT. We're always here to help. Have a great day

Fiat Lux - ASIA
Level 15

Quickbooks Desktop

@rmiller478 

Prepare your Invoices data with the following template

CustomerTransaction DateRefNumberPO NumberTermsClassTemplate NameTo Be PrintedShip DateBillTo Line1BillTo Line2BillTo Line3BillTo Line4BillTo CityBillTo StateBillTo PostalCodeBillTo CountryShipTo Line1ShipTo Line2ShipTo Line3ShipTo Line4ShipTo CityShipTo StateShipTo PostalCodeShipTo CountryPhoneFaxEmailContact NameFirst NameLast NameRepDue DateShip MethodCustomer MessageMemoCust. Tax CodeItemQuantityDescriptionPriceIs PendingItem Line ClassService DateFOBCustomer Acct NoSales Tax ItemTo Be E-MailedOtherOther1Other2Unit of MeasureAR AccountCurrencyExchange RateSales Tax Code
Anne's Bakery01/09/2020100    Y15/09/2020Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA(123) 456-7890          NonCabinets10Cabinets1000              Non
Anne's Bakery01/09/2020100    Y15/09/2020Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA(123) 456-7890          NonHardware10Hardware50              Non
John's Barber Shope02/09/2020101    Y15/09/2020John's Barber Shope1 Main Street  AnytownNY12345USAJohn's Barber Shope1 Main Street  AnytownNY12345USA(999) 888-8888          NonBlueprints1Blueprints500              Non
Main St Bank03/09/2020102    N16/09/2020Main St Bank1 State Street  AnytownNY12345USAMain St Bank1 State Street  AnytownNY12345USA(888) 888-8888          NonDoor1Door300              Non

 

then utilize one of these importer tools

https://transactionpro.grsm.io/qbd

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

 

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