I would like to understand how to upload billing and revenue data into Quickbooks each month. Specifically, data that would be attached to client accounts and create inv
Thanks for choosing QuickBooks, leab1.
Importing invoices is only available in QuickBooks Online (QBO) Advanced. You'll have to manually enter the transactions if you're already subscribed to a regular QBO account. Once done, you can run the Invoices and Received Payments report to view those invoices that were entered and paid. However, other than the report that I mentioned, QuickBooks has a lot of pre-created reports that you can customize. Please refer to these articles for more information: