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Hi, I have this very simple spreadsheet that has Client name and dollar amount. There are more than 700 records. These are receivables. I would like to use this spreadsheet to create Invoices automatically, is this possible to do directly with quickbooks desktop pro, or do I need to acquire a third party software to do this? It would be a very simple 1 line item invoice, just time consuming because this happens 4 times a year. I'm trying to automate this process if possible. Thanks for the feedback!
Thanks for dropping by, DirofFin19.
I've got you covered in automating the spreadsheet to create invoices via QuickBooks Pro.
You can use the IIF file to import the spreadsheet into QuickBooks Desktop. This type of files is used to import QuickBooks Desktop data from different platforms.
To do that, here's how:
To know more about IIF files, you can refer to these recommended articles:
For additional help, you can also reach out to our QuickBooks Desktop Support.
If I can be of help while importing your spreadsheet into QuickBooks, please let me know. I'll stick around to help.
Thanks so much. How do I make my .xlsx spreadsheet into a IIF file so that I can import it? And how do I determine the columns that must be in the spreadhseet so that they go into the invoice? For example I want to use the "Rep" option to show on the invoice. Is that possible? Thanks again!
hi @DirofFin19 ,
If you are a newbie to IIF, you may consider using a 3rd party data importing (like TPI).
https://transactionpro.grsm.io/fl-qbd
Hope it helps.
Tried to get TPI yesterday. We are unable to download the app, keeps on having errors. All of their suggested fixes have not worked. As of today, still not working and I have not heard from anybody from Transaction Pro Importer all morning... They don't have a phone number where we can call. They haven't offered to do a remote session or anything. They took the money yesterday and went silent today... It's unfortunate, I had high hopes for this app but I'm going to have to look for something else. Thanks though.
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