I understand that importing your estimates and invoices saves time by eliminating the need to enter them manually, @JackC6.
Currently, importing an Excel-generated worksheet into QuickBooks to populate an estimate or invoice is unavailable.
Our team is constantly improving our product for a better user experience. I can see its relevance for your business, so I'd recommend sending feedback to our product engineers.
Our product development team will review your suggestion and may consider adding it in the next updates.
To submit your suggestion:
- Select the Gear icon, then choose Feedback.
- Type in your product suggestions.
- Select Next to submit.
If you've received a payment from your customer, you can record the payment so your invoices will be marked as paid.
You can still reach out to me if you need further clarification for importing estimates and invoices. Please know that I'm always here to help you.
