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eohare4107
Level 1

How can you set invoice payment method when importing an invoice

I have my invoice payment methods set to on and this works fine when I create an invoice online. BUT, when I import an invoice it sets the payment methods to NO! How can I set my payment methods on when importing?
2 Comments 2
Fiat Lux - ASIA
Level 15

How can you set invoice payment method when importing an invoice

You need a 3rd party app to do so.

Mich_S
QuickBooks Team

How can you set invoice payment method when importing an invoice

I understand the importance of being able to set an invoice payment method in QuickBooks, @eohare4107.

 

I've tried importing invoices to QuickBooks and got the same result as yours. In the meantime, you can visit Intuit Marketplace and look for a third-party application that would let you set a payment method for imported invoices. Or you can visit the App menu on your QBO account.

 

Here's how:

 

  1. Open the App menu from the left pane.
  2. From the Search bar, type in a keyword for the app you're looking for.
  3. Click on the app to open it.
  4. Once you've decided, click on the Get app now button.

 

I'm also adding this article to learn more about how you can manage invoices in QuickBooks: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

 

Keep us updated by leaving a comment below. We're here to back you and your business. Keep safe!

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