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chaseanthonyross
Level 1

Invoices created via csv import have payments (ACH and Credit Card) turned off. How can I make sure payments are automatically turned on?

 
11 Comments 11
jamespaul
Moderator

Invoices created via csv import have payments (ACH and Credit Card) turned off. How can I make sure payments are automatically turned on?

Hello, 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. 

Fiat Lux - ASIA
Level 15

Invoices created via csv import have payments (ACH and Credit Card) turned off. How can I make sure payments are automatically turned on?

@chaseanthonyross 

You can 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
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y Software1 Year Warranty125  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y Extended Warranty1 Year Extended Warranty15  TAX
103Lisa Smith01/10/2020    Net 30  19 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256  We appreciate your business!     0NYNNY        Gift Certificate$50 Gift Certificate150  NON

 

then utilize an importer tool to proceed

https://transactionpro.grsm.io/qbo

 

chaseanthonyross
Level 1

Invoices created via csv import have payments (ACH and Credit Card) turned off. How can I make sure payments are automatically turned on?

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?

 

chaseanthonyross
Level 1

Invoices created via csv import have payments (ACH and Credit Card) turned off. How can I make sure payments are automatically turned on?

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?

 

JessT
Moderator

Invoices created via csv import have payments (ACH and Credit Card) turned off. How can I make sure payments are automatically turned on?

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.

chaseanthonyross
Level 1

Invoices created via csv import have payments (ACH and Credit Card) turned off. How can I make sure payments are automatically turned on?

This seems like a relatively easy feature to implement into QBO's csv functionality. How can I request to have improvements like this made?

Dan J
Level 1

Invoices created via csv import have payments (ACH and Credit Card) turned off. How can I make sure payments are automatically turned on?

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.

CarlSJ
QuickBooks Team

Invoices created via csv import have payments (ACH and Credit Card) turned off. How can I make sure payments are automatically turned on?

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.

4Gal
Level 6

Invoices created via csv import have payments (ACH and Credit Card) turned off. How can I make sure payments are automatically turned on?

@Dan J 

You can use the importer tool mentioned by Fiat Lux.

chaseanthonyross
Level 1

Invoices created via csv import have payments (ACH and Credit Card) turned off. How can I make sure payments are automatically turned on?

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).

chaseanthonyross
Level 1

Invoices created via csv import have payments (ACH and Credit Card) turned off. How can I make sure payments are automatically turned on?

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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