Hello there, JaneJJ.
QuickBook Desktop has an option to import your transactions by batch such as invoices. We can use the IIF file to do it. You'll have to export export the IIF file from QuickBooks and use it for reference. Then, import a different IIF file were the invoices are added.
Before that, I'd recommend creating a backup copy of your company file: Back up your QuickBooks Desktop company file.
After that, you can use this link for the step by step process on how to export and import the file: Export, import, and edit IIF files.
Aside from that, you can also look for a third-party application that can import your invoices directly to QuickBooks Desktop.
Let us know if you need anything else.
Is there a simple IIFF file with headers 1) Customer Account number 2) Invoice number 3) Invoice date 4) Taxable amount 5) Tax code 6) Non-taxable amount?
Quickbooks will auto calculate tax and total invoice amount?
You can edit the IIF file, JaneJJ.
- In Microsoft Excel, go to File and select Open.
- Browse to your IIF file.
- In the File type drop-down, select All Files.
- Select the IIF and then select Open.
- In the Text Import Wizard, select Next, then Next and Finish.
- Make the changes to your IIF file.
- Go to the File menu and select Save.
- Select Yes.
- Close Excel. You'll get a prompt to save the IIF again. Select Don't Save.
QuickBooks Desktop will calculate the taxes based on your set up. Make sure to set up your taxes correctly so whenever you create your transactions, QB is calculating them correctly.
Please visit the IRAS website for Customer Accounting for more information, or speak with your Accounting advisor.
Let me know if you have other questions.
I tried, but there is an error for taxable sales with 7% GST, zero-rated sales with 0%.
Anyone tried to import the invoice iiff file before, could you pls advise me?
Appreciate your prompt reply.
If you are not familiar with IIF, utilize one of these importer tools
Prepare the Invoices data with following template
|Customer||Transaction Date||RefNumber||PO Number||Terms||Class||Template Name||To Be Printed||Ship Date||BillTo Line1||BillTo Line2||BillTo Line3||BillTo Line4||BillTo City||BillTo State||BillTo PostalCode||BillTo Country||ShipTo Line1||ShipTo Line2||ShipTo Line3||ShipTo Line4||ShipTo City||ShipTo State||ShipTo PostalCode||ShipTo Country||Phone||Fax||Contact Name||First Name||Last Name||Rep||Due Date||Ship Method||Customer Message||Memo||Cust. Tax Code||Item||Quantity||Description||Price||Is Pending||Item Line Class||Service Date||FOB||Customer Acct No||Sales Tax Item||To Be E-Mailed||Other||Other1||Other2||Unit of Measure||AR Account||Currency||Exchange Rate||Sales Tax Code|
|Anne's Bakery||01/09/2020||100||Y||15/09/2020||Anne's Bakery||One Harbor Street||Anytown||NY||12345||USA||Anne's Bakery||One Harbor Street||Anytown||NY||12345||USA||(123) 456-7890||Non||Cabinets||10||Cabinets||1000||Non|
|Anne's Bakery||01/09/2020||100||Y||15/09/2020||Anne's Bakery||One Harbor Street||Anytown||NY||12345||USA||Anne's Bakery||One Harbor Street||Anytown||NY||12345||USA||(123) 456-7890||Non||Hardware||10||Hardware||50||Non|
|John's Barber Shope||02/09/2020||101||Y||15/09/2020||John's Barber Shope||1 Main Street||Anytown||NY||12345||USA||John's Barber Shope||1 Main Street||Anytown||NY||12345||USA||(999) 888-8888||Non||Blueprints||1||Blueprints||500||Non|