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Buy nowWhat is the name of the app? You may need a 3rd party connector to mirror the invoice data automatically into QBO. Another option, import the invoice data manually.
https:// quickbooks.intuit.com/learn-support/en-us/help-article/import-export-data-files/import-multiple-invoices/L7E9Xrd8l_US_en_US?uid=l9fmsvjq
I'm here to guide you so you can import invoices, hjrservices2021.
QuickBooks Online (QBO) lets you import invoices from a certain application to QuickBooks depending on the app you're using. However, you can also import multiple invoices at once using a spreadsheet. To create one, get the sample file and follow the steps below:
Then, upload the spreadsheet.
Next, map your import fields. Here's how:
After you've mapped the fields, review the summary of your import. If everything looks good, select Start import. Once you’re done:
In addition, your customers can pay for invoices online with a credit card, debit card, and ACH bank transfer. Learn more from this article on how to process payments in QuickBooks: Take And Process Payments In QuickBooks Online With QuickBooks Payments.
Let us know if you have any questions about importing invoices. Remember, we're always right here to help you further.
does not work
Which app do you run?
Hi, KellyNB.
Before we can accomplish your goal for today, may I ask what does not work? Any information that you can provide will be greatly appreciated.
Keep me updated in the comments below. Hope to hear from you as soon as possible. Take care always!
For me it's not letting me because of the sales taxes. There is a way to import them?
Like this one?
RefNumber | Customer | TxnDate | DueDate | ShipDate | ShipMethodName | TrackingNum | SalesTerm | Location | Class | BillAddrLine1 | BillAddrLine2 | BillAddrLine3 | BillAddrLine4 | BillAddrCity | BillAddrState | BillAddrPostalCode | BillAddrCountry | ShipAddrLine1 | ShipAddrLine2 | ShipAddrLine3 | ShipAddrLine4 | ShipAddrCity | ShipAddrState | ShipAddrPostalCode | ShipAddrCountry | PrivateNote | Msg | BillEmail | BillEmailCc | BillEmailBcc | Currency | ExchangeRate | Deposit | ToBePrinted | ToBeEmailed | AllowIPNPayment | AllowOnlineCreditCardPayment | AllowOnlineACHPayment | ShipAmt | ShipItem | DiscountAmt | DiscountRate | TaxRate | TaxAmt | DiscountTaxable | LineServiceDate | LineItem | LineDesc | LineQty | LineUnitPrice | LineAmount | LineClass | LineTaxable |
101 | Janice Johnson | 01/10/2020 | 01/12/2020 | Ground | Net 30 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | Special Handling | Thank you for your order! | 0 | N | Y | N | N | Y | 12 | Shipping | 0.02 | Y | MP3 Player | Blue MP3 Player | 2 | 55 | TAX | |||||||||||||||||||||
101 | Janice Johnson | 01/10/2020 | 01/12/2020 | Ground | Net 30 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | Special Handling | Thank you for your order! | 0 | N | Y | N | N | Y | 12 | Shipping | 0.02 | Y | Leather Case | Leather Case | 2 | 10 | TAX | |||||||||||||||||||||
101 | Janice Johnson | 01/10/2020 | 01/12/2020 | Ground | Net 30 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | Special Handling | Thank you for your order! | 0 | N | Y | N | N | Y | 12 | Shipping | 0.02 | Y | Gift Cards | Gift Cards | 2 | 5 | TAX | |||||||||||||||||||||
102 | Leonard Walker Inc | 01/10/2020 | Net 30 | 9 Winding Road | Winchester | NY | 12345 | 9 Winding Road | Winchester | NY | 12345 | Thank you for your order! | 0 | Y | N | N | N | Y | Y | Handhelds | Portable Game Player | 1 | 100 | TAX |
You can use an importer tool to proceed
https://get.transactionpro.com/qbo
Hello there, @bbmnestor.
The ability to import invoices with sales taxes is currently unavailable in QuickBooks Online (QBO). You might want to consider using an importer tool, as suggested by @Fiat Lux - ASIA.
Also, I suggest visiting our QuickBooks App Store, where you can explore various third-party applications that are well-suited for importing your invoices into QBO.
Furthermore, you have the option to explore this article, which provides answers to frequently asked questions about importing data into QuickBooks: Common questions about importing data to QuickBooks Online.
Just notify me by leaving a reply below if you require further assistance or have additional questions about importing. I'm sure to circle back and assist you promptly. Take care.
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