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core-billing
Level 1

How are custom fields updated through a CSV upload?

I am migrating from another system and I want to use the Custom Fields in the Invoice. But obviously don't want to type in 3000 invoices. How are these updated with a CSV invoice upload?
2 Comments 2
MaryLandT
Moderator

How are custom fields updated through a CSV upload?

I'm here to help import multiple your invoices in QuickBooks Online, core-billing.

 

You need to use the required invoice fields during the import. Your custom fields should match what's in QuickBooks to have a successful process.

 

To do so, you can download this sample spreadsheet to map each of the column headings.

 

Once your spreadsheet is ready, here are the steps on how to upload it:

 

  1. Go to Settings ⚙, select Import Data.
  2. Select Invoices.
  3. Click Browse and then find and select the spreadsheet of your invoices. 
  4. Select Next.
  5. Map your fields, then click Next.
  6. Click OK, then Done.

You can also refer to this article for additional information: Import multiple invoices at once.

 

Stay in touch with me if you need anything else about the process above. I'm always right here to help import your invoices to QuickBooks.

Fiat Lux - ASIA
Level 15

How are custom fields updated through a CSV upload?

@core-billing 

You may also prepare the 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

 

then utilize an importer tool

https:// transactionpro.grsm.io/qbo

 

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