cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

Importing a csv file of invoices - payment links

Hi 

 

I am trying to import a series of invoices on a .csv file. When I do so, I find that all the invoices have the online payment methods field turned off by default. Is there a flag or a field on the CSV file that I can use to switch on online payments for some invoices but not all?

3 Comments
Highlighted
Level 13

Importing a csv file of invoices - payment links

Utilize a 3rd party importer tool to modify the field of payment method

https://transactionpro.grsm.io/qbo

 

The template should be like this

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![email address removed][email address removed], [email address removed]   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![email address removed][email address removed], [email address removed]   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![email address removed][email address removed], [email address removed]   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![email address removed] [email address removed]  0YNNNY      Y HandheldsPortable Game Player1100  TAX

 

Hope it helps.

Highlighted
Level 1

Importing a csv file of invoices - payment links

Thanks! Although I'm really hoping there's a way native to QBO as I would rather not pay for another 3rd party app if I can avoid it.

 

I assume the fields in your example are "AllowOnlineCreditCardPayment" = "Y/N"?

Highlighted
QuickBooks Team

Importing a csv file of invoices - payment links

Thanks for getting back to us, @donchico.

 

As of now, we're unable to turn the online payment method field on when importing a CSV file for invoices. You'll want to consider looking for a third party app that can modify the field of payment as Fiat Lux suggested. Here's how.

 

In your QuickBooks Online (QBO) account:

  1. Go to the Apps menu.
  2. Type the name of the third-party app or click Browse.
Rest assured I'll submit this feature request on your behalf to our product engineers so they'll consider adding this in the future.
 

In the meantime, I encourage checking our QuickBooks Blog page to be updated on the latest news and updates in QBO.

 

Also, here's an article you can read for additional guidance about importing data to QBO: Common questions about importing data to QuickBooks Online.

 

Then case you want to learn some tips on managing your income, check our Income and expenses page for reference.

 

You can always get back to us whenever you need help. I'd be glad to help anytime.

Need to get in touch?

Contact us