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prohaulafrica@gm
Level 1

How do import old invoices from Simple start

 
1 Comment 1
JaeAnnC
QuickBooks Team

How do import old invoices from Simple start

I'll guide you on importing your old invoices using QuickBooks Online (QBO) Simple Start, prohaulafrica.

 

Regardless of your subscription, you can upload a spreadsheet of your invoices into QBO. However, you can import a maximum of 100 invoices with a 1000-row limit.

 

First, prepare your spreadsheet with the following columns:

 

  • Invoice number
  • Customer
  • Invoice date
  • Due date
  • Item amount
  • Item tax code

 

Next, follow these steps to upload your spreadsheet:

 

  1. Go to the Gear icon and select Import data.
  2. Click Invoices.
  3. Select Browse and open the file.
  4. Click Next.

 

Once done, map the column headers to match with the invoice fields in QBO. For the step-by-step guide, I'll share this article: Import multiple invoices at once in QuickBooks Online.

 

Additionally, here's a reference to personalise your invoices according to your business needs: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

We'll be happy to have you back in the Community if you need further assistance importing invoices in QBO. Just click the Reply button and we'll be ready to help you. Have a wonderful day ahead!