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Join nowHi! I am trying to save time and upload invoices via the import template vs manually create each one. However, unlike manually created invoices, when I upload invoices they don't have payments turned on. I have to go into each invoice and turn on quickbooks payment options.
Is there a way to have uploaded invoices turn on QuickBooks payment options automatically?
Hello, RB20223.
I'm barging in to give details about turning the payment options on for imported invoices.
Turning on the payment options only works for future invoices (manually entered). Imported invoices will have the payment options turned off when they are posted in QuickBooks.
We're unable to turn on the payment options in batch or automatically for imported invoices. So, we'll want to open them one at a time to enable the options.
Although, we can use a third-party app to import those invoices and have the payment options already enabled. Let's browse for offers here: https://quickbooks.intuit.com/app/apps/home/.
Also, our resident ambassador, @Fiat Lux - ASIA, might have an idea of what specific app you can use.
If you'd like to follow up on your customers about their due balances, we can send statements to them. Check out this guide for more details: Create and send customer statements in QuickBooks Online.
This thread is still open for replies, so feel free to drop by again if you have other questions about the invoices. If you have concerns about your reports, Accounts Receivable balances, and lists, let me know the details. I'm here to help.
Prepare your Invoices data with the following template
RefNumber | Customer | TxnDate | DueDate | ShipDate | ShipMethodName | TrackingNum | SalesTerm | Location | Class | BillAddrLine1 | BillAddrLine2 | BillAddrLine3 | BillAddrLine4 | BillAddrCity | BillAddrState | BillAddrPostalCode | BillAddrCountry | ShipAddrLine1 | ShipAddrLine2 | ShipAddrLine3 | ShipAddrLine4 | ShipAddrCity | ShipAddrState | ShipAddrPostalCode | ShipAddrCountry | PrivateNote | Msg | BillEmail | BillEmailCc | BillEmailBcc | Currency | ExchangeRate | Deposit | ToBePrinted | ToBeEmailed | AllowIPNPayment | AllowOnlineCreditCardPayment | AllowOnlineACHPayment | ShipAmt | ShipItem | DiscountAmt | DiscountRate | TaxRate | TaxAmt | DiscountTaxable | LineServiceDate | LineItem | LineDesc | LineQty | LineUnitPrice | LineAmount | LineClass | LineTaxable |
101 | Janice Johnson | 01/10/2020 | 01/12/2020 | Ground | Net 30 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | Special Handling | Thank you for your order! | 0 | N | Y | N | N | Y | 12 | Shipping | 0.02 | Y | MP3 Player | Blue MP3 Player | 2 | 55 | TAX | |||||||||||||||||||||
101 | Janice Johnson | 01/10/2020 | 01/12/2020 | Ground | Net 30 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | Special Handling | Thank you for your order! | 0 | N | Y | N | N | Y | 12 | Shipping | 0.02 | Y | Leather Case | Leather Case | 2 | 10 | TAX | |||||||||||||||||||||
101 | Janice Johnson | 01/10/2020 | 01/12/2020 | Ground | Net 30 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | Special Handling | Thank you for your order! | 0 | N | Y | N | N | Y | 12 | Shipping | 0.02 | Y | Gift Cards | Gift Cards | 2 | 5 | TAX | |||||||||||||||||||||
102 | Leonard Walker Inc | 01/10/2020 | Net 30 | 9 Winding Road | Winchester | NY | 12345 | 9 Winding Road | Winchester | NY | 12345 | Thank you for your order! | 0 | Y | N | N | N | Y | Y | Handhelds | Portable Game Player | 1 | 100 | TAX |
then use an importer tool to proceed
https://get.transactionpro.com/qbo
You are amazing! I could not find this anywhere!!!
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