Anonymous
Not applicable

Transactions

I'll shed some light on how importing invoices works in QuickBooks Online, @amundhaldorsen.

 

For Questions No. 1 and 2:

We can't import negative numbers since QuickBooks doesn't support it, but we can download the credit note separately and link it to QuickBooks through Receive Payment.

For Question No. 3:

Make sure to enable the custom invoice number from your settings, so that it will reflect on QuickBooks on what you enter in the spreadsheet.

For Question No. 4:

Since there is no option for it to be hardcoded, you still have the option to select the date format when you import the credit note.

For more information, you can check out this link: Limitations of importing data from third-party software to QuickBooks Online.

 

Moreover, you can visit this article for future reference about the common questions on importing data to QuickBooks Online: Common questions about importing data to QuickBooks Online.

 

If you have any questions or need assistance with managing imports in QuickBooks Online. Please don't hesitate to reach out. I'll be here to help you out.