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a-g-scherr-gmail
Level 1

Can I change the Customer payment options when doing an invoice upload?

When I do an upload of invoices via the CSV file the Customer payment options - online payments defaults to NO.  When I enter an invoice in the system directly it defaults to YES.  How do I change the default to be YES for online payments when I do an upload.
2 Comments 2
Fiat Lux - ASIA
Level 15

Can I change the Customer payment options when doing an invoice upload?

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
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y Software1 Year Warranty125  TAX

 

then utilize an importer tool to proceed

https://transactionpro.grsm.io/qbo

 

KlentB
Moderator

Can I change the Customer payment options when doing an invoice upload?

Thanks for checking out the Community space, a-g-scherr-gmail.

 

Allow me to share additional information about importing invoices to QBO.

 

Since the payment option isn't included when mapping the QuickBooks fields to CSV column headers, it will default to NO. Thus, we're unable to directly change it. To know more about the supported invoice format and required fields, I recommend reading this article: Upload multiple invoices at once in QuickBooks Online.

 

As a workaround, you can prepare your invoice data using the table provided by Fiat Lux - ASIA above. Take note that you'll have to use a third-party importer tool for this type of template.

 

I'm also adding this article to help design the invoices that you send to your customers so they'll recognize your brand: Customize sales forms.

 

As always, you can count on me if you need assistance in dealing with your other tasks. Just add a reply below and I'll get back to you.

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