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pi0522140-procha
Level 1

How do I import "message on Invoice" Column in an invoice while doing excel import in QB?

When I try to import an Invoice into QB via .csv import, it imports all other field except the one mentioned above. This field is important and it should be imported. Please help
2 Comments 2
Candice C
QuickBooks Team

How do I import "message on Invoice" Column in an invoice while doing excel import in QB?

Good morning, @Pi)522140-procha. 

 

Congrats on making your first post here in the Community. I can share some insight into importing invoices to QuickBooks Online. 

 

I can see how beneficial this would be for you and your business. However, at this time, the field, "Message on Invoice" listed in an invoice, isn't a column that's available when importing invoices. Learn more about what details you can import on an invoice in QuickBooks Online through this guide: 

 

Import multiple invoices at once

 

Although this is the case, you can send feedback to our Product Developers so they can consider adding this in the near future. Look over our Blog site to keep up with what's new in the system. 

 

I hope this helps answer your question. I'm only a post away if you need me again. Have a great rest of your week! 

Fiat Lux - ASIA
Level 15

How do I import "message on Invoice" Column in an invoice while doing excel import in QB?

@pi0522140-procha 

Prepare your Invoices 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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