Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
posted
Good day, @tex-mex.
Yes, you're right. You need to import all of your invoices and match them to your latest downloaded banking transactions. This way, you can view your reports on an accrual basis.
If you're using QuickBooks Online (QBO) Advanced, you can import multiple invoices at once so you can save time. Here's how:
- Click the Gear icon and select Import data.
- Look for the Invoices section, then click it to open the Import Invoices window.
- Select Browse and then find and click the spreadsheet of your invoices.
- Continue by clicking Next and map your import fields.
- After you map the fields, review the summary of your import. If everything looks good, select Start import.
- Click OK if all your invoices are imported.
For more details, check out this article: How to import multiple invoices to QuickBooks Online in one go.
If you're not using QBO Advanced, I'd recommend using a third-party app to import your invoices. Simply go to the Apps menu and look for the app.
You can also run the Transaction List by Customer report in QuickBooks. This will show you the list of income transactions grouped by customer. Just go to the Reports menu and open the Transaction List by Customer report.
Additionally, you can customize your reports to get a better view of your transactions.
Let me know how else I can help you with QuickBooks by adding a comment below. I'm more than happy to lend a helping hand. Keep safe!
