Entering Sales Invoices for services

You can certainly streamline the process of entering annual billing for over 500 customers by using a CSV file, Aphillips. I can guide you to do that efficiently:

Firstly, we need to Prepare Data.

Use software like Microsoft Excel, Google Sheets, or any spreadsheet application you prefer. Structure your spreadsheet with the following columns:

• Customer ID: A unique identifier for each customer.
• Customer Name: The customer's name.
• Annual Billing Amount: Enter the same amount for all customers (e.g., $1000).

Let me share a sample layout:

Once you have filled out your spreadsheet, save it in CSV format:

1. In Excel: Click on “File” > “Save As” > Select the “CSV (Comma delimited) (*.csv)” format.

2. In Google Sheets: Click on “File” > “Download” > “Comma-separated values (.csv)”.

Afterwards, import the CSV file into your system. The method for importing depends on the software or billing system you're using.

To check the documentation or support resources of the billing system you are using. Look for options such as “Import Customers”, “Batch Add”, or “CSV Upload”.

 If available, follow the guided wizard provided by the system:

3. Upload the CSV file.
4.  Map the columns from your CSV file to the fields in the billing system (e.g., Customer ID to Customer ID.
5.  Annual Billing Amount to Billing Amount.
6. Confirm the data being uploaded for accuracy.
7. Lastly, complete the import process.

Moreover, after the import, review a few entries within your billing system to ensure that data was captured correctly. and please make sure that the sales tax is off throughout the process as it is required. 

If your bank or credit card is unable to connect to QuickBooks Online, or if you want to enter past expenses, you can manually upload transactions, receipts, or bills into the system.

Additionally, I will add this article for future reference if you want to export transactions in QuickBooks Online.

Drop by again if you have additional concerns about the annual recording of transactions. I'll be happy to help you.

Can I also enter invoice numbers as part of the csv.

Thanks.

Yes, @APhillips1. You can also include the invoice number when creating your CSV file. Allow me to share some information about this.

You can add the invoice number to the first column of your CSV file. At the same time, you can consider downloading this sample file to map your invoice data accurately. Once done, follow the process below:

1. Ensure your CSV file is complete and formatted correctly to avoid any errors.
2. Upload your file to the software.
3. Map your column headings properly.
4. Once everything is correct, you can now import your invoices.

Here is a screenshot for your reference: 

For the detailed steps above, please see this article: Import multiple invoices at once in QuickBooks Online.

You can also read this article to give an overview of your business reports and track your financial performance using QuickBooks: Run a report.

You can visit this forum if you need further help with your CSV file mapping, @APhillips1. I'll be around to assist you.