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WSpit99
Level 3

"Message on Invoice" field gets deleted when importing invoices

The "Message on Invoice" field in our standard invoice template contains our company's banking info to facilitate ACH payments. When we import invoices through the Excel - Business Importer app, that field gets deleted. Any workaround suggestions?

2 Comments 2
ChristieAnn
QuickBooks Team

"Message on Invoice" field gets deleted when importing invoices

Welcome back to the QuickBooks Community, WSpit99. Please know that when importing invoices to QuickBooks Online, you can only upload certain details. With this, informaiton on the "Message on Invoice" won't be included. Let me provide further details about this and ensure you can perform an alternative way to achieve your goal.

 

When preparing your spreadsheet, you only have the following columns below:

 

  • Invoice number
  • Customer
  • Invoice date
  • Due date
  • Item amount
  • Note: If your invoices have multiple line items, make sure each line entry has an invoice number, customer, invoice date, and so on.

 

Since the details that you wish to see when importing entries aren't included, I recommend manually entering the data on the said field. To do this, open each imported invoice on the Sales page and enter the data from there.

 

Additionally, you can visit the Apps menu inside QBO for any recommendations we can integrate into the platform. This way, it'll help you import all the details including what is on the Message on Invoice.

 

Lastly, you can read this article if you need details on how the Sales page gives you a great at-a-glance view of all the status of sales transactions like open and paid invoices: View sales transactions in QuickBooks Online.

 

If you have any other concerns, feedback, or questions, don't hesitate and come back to the Community. I'm always here to help you. Have a great day. 

WSpit99
Level 3

"Message on Invoice" field gets deleted when importing invoices

Your recommendation to "manually (enter) the data on the said field." is impractical when several hundred invoices are being imported.

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