How do we get auto invoice number generation to work with batch invoice import via CSV? It works when batch invoicing from the web interface, but not the CSV import.

Hello there, alippiatt@bioinf.

I can share the details on how you can match your transactions using the invoice number. 

Setting QuickBooks to automatically match the bank transactions using the invoice number is currently unavailable. You'll need to manually match them using the Find match option to apply the transaction to the correct invoice number.

I'm leaving you this recommended article. This will provide you with more information on how to manage your bank transactions in QuickBooks Online as well as on what are the options you can choose to allocate them: How to set and use banking rules for downloaded transactions.

If I can be of additional assistance, please let me know. I'll be more than willing to lend you a hand.

Thanks for the reply, LollyNino_C, but I don't think it is related. We're not trying to download and match bank transactions. Rather, we're creating invoices using the batch invoice feature via CSV import.

Thanks for following up with the Community, alippiatt@bioinf.

You can have QuickBooks automatically number invoices while importing from a CSV spreadsheet by having custom transaction numbers turned off.

Here's how to make sure it isn't active:

1. Use your Gear (⚙️) icon, then go to Account and settings.
2. Access your Sales tab and find the Sales form content section.
3. Hit its Pencil (✏️) icon.
4. Make sure Custom transaction numbers is turned off.
5. If any changes were made, select Save, then Done.

If you choose to continue entering invoice numbers manually in your spreadsheet, you'll need to make sure all of the required information is present. 

In regard to the error message you're receiving when trying to import your CSV file, since it's saying that there's an invoice number missing in one of its rows, I'd recommend reviewing your spreadsheet to identify where the missing number is. Once you've found it, you'll need to enter the missing data to have your import complete without displaying any errors.

If you review the file and identify that it's not missing any invoice numbers in any of its rows, I'd recommend getting in touch with our Customer Care team . They'll be able to pull up the account in a secure environment, conduct further research, and create an investigation ticket if necessary.

They can be reached while you're signed in.

Here's how:

1. Use the Help (?) icon.
   
2. Click Contact Us.
   
3. Enter a description of your situation in the What can we help you with? field, then hit Let's talk.
   
4. Select Start messaging or Get a call.
   

Be sure to review their support hours so you'll know when agents are available.

Please feel welcome to send a reply if there's any additional questions. Have a great day!

I have tried to batch invoices using CVS files, I had entered the invoice number, but the once saved, the invoice number is blank, plus some of the clients on my CVS list  and Batching, disappeared.

Anyone knows why? And how to solve this issue?

I'll ensure this is taken care of, Sonia.

First, make sure Custom transaction numbers are enabled and check the CSV file if there's an invoice number.

Here's how:

1. Go to the Gear icon.
2. Select Account and settings.
3. Click the Sales tab.
4. Tap the Sales form content edit pencil icon.
5. Turn on Custom transaction numbers.
6. Hit Save, and then Done.

Additionally, put a checkmark beside Add new customers to QuickBooks when uploading the file in case the customer you've added is not yet in the program. I've added a screenshot below for visual reference.

If everything is fine, let's perform basic troubleshooting steps. You may have accumulated too much historical data. Whenever you visit a website, it saves some information from the web page in its cache and cookies. These files allow the websites you visit most often to load faster. Not to worry, clearing them will do the trick.

First, let's try accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

• Chrome: Ctrl + Shift + N
• Firefox: Ctrl + Shift + P
• Safari: Command + Shift + N

Once done, import your invoice again. If it works, switch back to your regular browser. Then, clear its cache. This way, you can access QuickBooks with a clean slate. You can also use a different supported one.

You can also review this article to learn more about the process: Import multiple invoices at once.

I'm also adding this resource to help personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online. This way, you'll have attractive, professional-looking customer forms.

Keep me posted if you have additional questions about uploading invoices. I'll be around to help you again. Take care!