I have QB Enterprise 18.0. Currently my reoccurring (monthly) invoices are memorized transactions that I manually update to month of service. I'd like to import a list that I can easily update from excel instead. I cannot use QB (I think) to batch invoice a billing group as these accounts have a variety of amounts and services that are individually specific. I believe I will have to use Transaction Pro to do this. Before that I want to prep the file. My question to the community is, what format will the excel file need to be in, what are the data sets QB will be demanding, or how do I set those in QB? I am willing to change the QB template for my invoices to accommodate. Thank you
Thank you for posting in the Community about the list you want to import to Excel. I'm here to help share some information about the format.
You can use the Intuit Interchange Format (.IIF) files in exporting/importing QuickBooks Desktop data to and from different platforms. To understand more about the importing limitations and the detailed steps for the import process, you can refer to this article: Export or import Intuit Interchange Format (.IIF) files.
Use it with a table of data on an Excel worksheet, where each rows (or rows for more complex invoices) represents an invoice for a different customer. Then update the worksheet each month as needed, create a new IIF file from it using the app, and import that file.