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Join nowHello, chaseanthonyross.
Before we take care of those invoices, I'd like to ask some more details.
Do you use our QuickBooks Payments service? Or do you have a third-party processor that takes care of the payments?
More details would definitely help.
You can prepare your Invoices data with the following template
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 | |||||||||||||||||||||||||||||
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 | Software | 1 Year Warranty | 1 | 25 | 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 | Extended Warranty | 1 Year Extended Warranty | 1 | 5 | TAX | |||||||||||||||||||||||||||||
103 | Lisa Smith | 01/10/2020 | Net 30 | 19 Jerico Drive | Bensalem | PA | 84256 | 19 Jerico Drive | Bensalem | PA | 84256 | We appreciate your business! | 0 | N | Y | N | N | Y | Gift Certificate | $50 Gift Certificate | 1 | 50 | NON |
then utilize an importer tool to proceed
https://transactionpro.grsm.io/qbo
Sorry for being so vague. Yes, I am using QBO payments. When creating an invoice manually, I can see my settings (see below) apply and ACH and CC payments are automatically turned on.
Account and Settings >> Sales >> Invoice Payments >> Accept Credit Cards (on) and Accept ACH (on)
However, when using the csv import feature to import invoices, regardless of my payment settings turned on, ACH and CC payments are turned off in the imported invoices. This must be something that can be automatically applied when importing and invoice csv. I shouldn't have to manually edit each imported invoice to turn payments on.
Your example import seems to be the exact solution I'm looking for. Can you confirm the following?
ToBeEmailed: Once uploaded, each invoice will be auto emailed to the customer email on file?
AllowIPNPayment: Instant Payment Notification, correct? What does this accomplish?
AllowOnlineCreditCardPayment: Will this turn on Credit Card payments?
AllowOnlineACHPayment: Will this turn on ACH payments?
Sorry for being so vague. Yes, I am using QBO payments. When creating an invoice manually, I can see my settings (see below) apply and ACH and CC payments are automatically turned on.
Account and Settings >> Sales >> Invoice Payments >> Accept Credit Cards (on) and Accept ACH (on)
However, when using the csv import feature to import invoices, regardless of my payment settings turned on, ACH and CC payments are turned off in the imported invoices. This must be something that can be automatically applied when importing and invoice csv. I shouldn't have to manually edit each imported invoice to turn payments on.
Your example import seems to be the exact solution I'm looking for. Can you confirm the following?
ToBeEmailed: Once uploaded, each invoice will be auto emailed to the customer email on file?
AllowIPNPayment: Instant Payment Notification, correct? What does this accomplish?
AllowOnlineCreditCardPayment: Will this turn on Credit Card payments?
AllowOnlineACHPayment: Will this turn on ACH payments?
Hi chaseanthonyross,
Enabling online payment is not offered in our import feature.
I can see that Transaction Pro is one of the apps we support. I got their contact information. You may want to contact them to get help with importing your invoices which has an option to precheck the online payment options. See the App information section: https://quickbooks.intuit.com/app/apps/appdetails/transactionpro/en-us/
If you have any other questions, feel free to comment below.
This seems like a relatively easy feature to implement into QBO's csv functionality. How can I request to have improvements like this made?
Yup, i'm having the same issue, also the CC field needs to be manually populated as well, this seems like an easy enough solution to add to QBs, maybe a field in the .CSV that we can add.
We understand the importance of adding the appropriate label, such as a CSV import option, when making an invoice transaction, Dan J.
Since this feature is currently not available in QuickBooks Online (QBO). However, we're working hard to address this concern. We appreciate your patience as we work towards a release date for this feature.
In the meantime, I'd recommend sending feedback so our Engineering Team can consider adding this feature in the next update. To do so, please click on the Gear icon and select Feedback located under Profile. Once there, enter your product comments and suggestions. Finally, click on Next to submit your feedback.
Furthermore, you can check out this article to learn how to manage invoice payments if your customer plans to pay you in the future: Record invoice payments in QuickBooks Online.
Feel free to go back to this thread if you have other questions regarding invoices or QuickBooks-related concerns. Stay safe.
You can use the importer tool mentioned by Fiat Lux.
I can confirm Transaction Pro works, but it's $30/mo if you have any real transaction volume. Shocked QBO hasn't fixed this. I have a feeling GPT-4 could revise their csv import code in about 30 seconds (happy to help on this front, lol).
I can confirm Transaction Pro works, but it's $30/mo if you have any real transaction volume. Shocked QBO hasn't fixed this. I have a feeling GPT-4 could revise their csv import code in about 30 seconds (happy to help on this front, lol).
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