cancel
Showing results for 
Search instead for 
Did you mean: 
RB20223
Level 1

Upload Invoices W/ Quickbooks Payments Turned On

Hi! 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?

3 Comments 3
jamespaul
Moderator

Upload Invoices W/ Quickbooks Payments Turned On

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. 

Fiat Lux - ASIA
Level 15

Upload Invoices W/ Quickbooks Payments Turned On

@RB20223 

Prepare your Invoices 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

 

RB20223
Level 1

Upload Invoices W/ Quickbooks Payments Turned On

You are amazing! I could not find this anywhere!!!

Need to get in touch?

Contact us