Importing a csv file of invoices - payment links

donchico · ‎March 11, 2020

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?

Fiat Lux - ASIA · ‎March 11, 2020

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

https://transactionpro.grsm.io/qbo

The template should be like this

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!

[email address removed]

[email address removed], [email address removed]

0

N

Y

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!

[email address removed]

[email address removed], [email address removed]

0

N

Y

N

Y

12

Shipping

0.02

Y

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!

[email address removed]

[email address removed], [email address removed]

0

N

Y

N

Y

12

Shipping

0.02

Y

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!

[email address removed]

0

Y

N

Y

Handhelds

Portable Game Player

1

100

TAX

Hope it helps.

donchico · ‎March 11, 2020

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"?

JasroV · ‎March 11, 2020

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:

Go to the Apps menu.
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.

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Importing a csv file of invoices - payment links