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

Are you able to add additional mapping fields for bulk invoice upload? I would like to include some custom fields to invoices when I bulk upload, the options are limited.

 
3 Comments
Highlighted
QuickBooks Team

Are you able to add additional mapping fields for bulk invoice upload? I would like to include some custom fields to invoices when I bulk upload, the options are limited.

It's nice to have you here in the community, @erika-hartvickso.

 

If you use QuickBooks Online Plus, Advanced, or Essentials, you can create your own custom fields on invoices, sales receipts, refund receipts, and credit memos.

 

Here's how to create custom fields:

  1. Go to the Gear icon, then select Account and Settings.
  2. Select Sales, then go to the Sales form content section.
  3. Click the pencil icon in that section.
  4. Enter a Name into each dialogue box beneath the heading Custom fields and select whether you want the field to be internal (only displayed in QuickBooks), or public (displayed in QuickBooks and displayed/printed on sales forms).
  5. Select Save and then Done. These fields will now appear on your sales forms.

Here's an additional information as well as a short video reference in creating a custom field: Create and edit custom fields in QuickBooks Online Advanced.

 

Learn more about how you can import multiple invoices to QuickBooks Online in one go: Import multiple invoices at once.

 

It's my pleasure to provide you this information. I'll be around ready to help you if you're in need of further assistance.

Highlighted
Level 1

Are you able to add additional mapping fields for bulk invoice upload? I would like to include some custom fields to invoices when I bulk upload, the options are limited.

Thank you Joseph, I understand updating the Sales Forms, I am wondering it it's possible to add additional Quickbooks Fields to the mapping during bulk upload. As an example: I have a Custom Field called: Customer ID. There is not a Quickbooks Mapping Field during the bulk upload that will allow me to upload and populate that specific field. So If I am uploading 100 invoices, I have to go into each invoice and manually populate that Customer ID field.

Highlighted
Moderator

Are you able to add additional mapping fields for bulk invoice upload? I would like to include some custom fields to invoices when I bulk upload, the options are limited.

Hello there, erika-hartvickso,

 

QuickBooks Online can only import specific fields for each type of data. Since the columns should match the QuickBooks fields, adding the Customer ID column on the bulk import is unavailable. It'll take you a while, but you'll have to add the information for each invoice once the import is complete.

 

You can still edit the invoices at a later date to add the Customer ID. Here's how:

  1. Click Sales on the left pane.
  2. Select Invoices.
  3. Locate the invoice you wanted to edit, then click to open a window at the right part.
  4. Click Edit invoice.
  5. Make the necessary edits to the Invoice page.
  6. Save.

Please refer to this article on how to receive payments in QBO: Record customer payment in QuickBooks Online.

 

Stay in touch with me if you have other questions about importing data in QuickBooks Online.

Need to get in touch?

Contact us