It's nice to see you again in the QuickBooks Community, @russ23.
I can say here that you will need to have an invoice number when importing a CSV. This is a required column and is largely used to help ensure that transactions are properly grouped. I had a similar experience of needing to include an invoice number for a file that had a single line.
The Custom transaction numbers setting means that the numbers in the Excel file will be pulled over if it's turned on. However, if it's not, then the imported invoices will have their number overwritten by the standard QuickBooks numbers. For example, if your spreadsheet has an invoice marked as 101 then it will not be retained and a default will be used.
Should you not need custom numbers then you can put a default or generic number in there as it will be overwritten. However, please make sure that invoices with multiple items on them share the same number to ensure proper grouping.
Also, I'm including this article to serve as your reference when importing your templates in QuickBooks: Import custom form styles for invoices or estimates. On the same link, you'll find invoice samples as well as steps to fix uploading issues.
If you need further assistance with the steps when importing transactions, I recommend contacting our QuickBooks Online Support Team. They have additional tools to pull up your account and do screen-sharing.
Here's how to contact our customer support:
- Sign in to your QuickBooks Online company.
- Select Help (question mark icon) at the top right.
- Select Contact us to connect with a live support agent.
For additional reference, you can check this article for the detailed steps on how to import bank transactions using Excel CSV files.
Don't hesitate to leave a comment below if you have additional questions about importing transactions using the CSV files. I'd be around to help you out. Have a good one.
