cancel
Showing results for 
Search instead for 
Did you mean: 
MaryG0
Level 2

Invoices

I started using Quickbooks Plus Online today. Should I enter the invoices I created using a different invoicing software for January and February?

6 Comments 6
Fiat Lux - ASIA
Level 15

Invoices

Yes. If the invoice has been paid, register the transaction as a sales receipt.

MirriamM
Moderator

Invoices

It's nice to see you posting in the Community forum, @MaryG0.

 

Yes, invoices created in different invoicing programs should be entered so that QuickBooks Online (an accounting program) can track them.

 

To do this, you can manually import the invoices or link the invoicing software. Let me guide you how:

 

To import invoices into QuickBooks Online (QBO):

 

  1. Go to gear icon at the top.
  2. Select Import data.
  3. Choose Invoices.
  4. (Optional) Select the checkbox to add new customers that don't already exist in QuickBooks.
  5. Select Browse and then find and select the spreadsheet of your invoices.
  6. Select Next and follow the onscreen instructions.

 

To look for an app and link it to QBO, here's how:

 

  1. On your QBO account, click Apps in the left menu. 
  2. Go to the Finds Apps tab.
  3. In the search tab, type in the app you're looking for.

 

For future reference, check out this article to learn how to receive invoice payments in QuickBooks Online. 

 

Additionally, I'm attaching our Community link if you need help adding, organizing, and sending invoices: Invoices and payments.

 

It's nice working with you, @MaryG0. Please know that I'm just a reply away if you need any further assistance managing transactions in QBO.

MaryG0
Level 2

Invoices

Thank you for your input, but I had tried that already and was not able to do it. I get the following message, "Import invoices isn't quite ready to support sales tax", it also says they are working on it. I guess the other thing would be to add them manually?? But what about the ones that have been paid??

Just_me
Level 11

Invoices

 "But what about the ones that have been paid??"

@MaryG0 

See the first response, by Fiat Lux - ASIA 

MJoy_D
Moderator

Invoices

I can share some information about invoices, @MaryG0

 

For the amounts that has been paid, you can create a sales receipt. The difference is that invoices are issued before a business has received payment from a customer, and a sales receipt is issued after payment has been collected.

 

Here's how to create and send sales receipts in QuickBooks Online if it has been paid on the spot. If it'll be paid later, create invoices in QuickBooks Online

 

If you need to personalize and provide additional information to your invoices, estimates, and sales receipts, here's how to customize invoices, estimates, and sales receipts in QuickBooks Online

 

I'm always here if you need more help adding your invoices. Let me know in the Reply section. Keep safe, and have a wonderful day!

Fiat Lux - ASIA
Level 15

Invoices

@MaryG0 

Prepare your invoice data with the following template

RefNumberCustomerTxnDateDueDateShipDateShipMethodNameTrackingNumSalesTermLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailBillEmailCcBillEmailBccCurrencyExchangeRateDepositToBePrintedToBeEmailedAllowIPNPaymentAllowOnlineCreditCardPaymentAllowOnlineACHPaymentShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y MP3 PlayerBlue MP3 Player255  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Leather CaseLeather Case210  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Gift CardsGift Cards25  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y HandheldsPortable Game Player1100  TAX

 

 

then use an importer tool to proceed

https://get.transactionpro.com/qbo

 

You may consider having a backup restore app to lower any risks

https://partnerwithus.rewind.com/quickbooks

 

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us