CSV FILE DOES NOT UPLOAD ALL TRANSACTIONS

Thanks very much, that makes sense as I tried to upload 200 invoices. I will stick to 100 at a time.

Kind regards

Sharon

It's my pleasure to help you with importing multiple invoices, Sharon.

You're always welcome to post here in the Community space if you need further assistance or you have other QuickBooks concerns. We're always happy to help you.

Hi, I need help! I'm trying to upload only 6 items. Its says that all items have been imported successfully however, there are only three records showing. What should I do?

Hi, @ShonnyR.

I see the urgency of getting this issue sorted out and getting back to working in order. I want to ensure you can find those imported transactions in QuickBooks Online. Let's go over and find them.

Have you set up bank rules? In that case, your transactions may be on the Categorise tab of the banking section in QBO since QuickBooks confirmed they were successfully uploaded. Once you download them, bank rules speed up the review process and automatically categorise transactions for you.

Check your bank rules by going to the Transactions menu and choosing Bank Transactions. From there, select the Rules tab. 

Once confirmed, you can review those transactions recognised by the rules that  aren't showing on the For Review tab. I'll show you how to do it: 

1. Go to Transactions and select Bank transactions.
2. Select the tile for the account you want to review.
3. Go to the Categorised or Reviewed tab.
4. You can also streamline the transaction-finding process using the date range filters or manual search box.

For more insights on how to use bank rules, check out this handy article: Set up bank rules to categorise online banking transactions in QuickBooks Online.

Once settled, these resources can aid you in organizing your transactions seamlessly:

• Categorise and match online bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

Come back to this post if you have other concerns or follow-up questions about this. I'll be around to provide further assistance.

We have just over 7,000 invoice transactions to upload to QBO.  How can we do that?

It's great to have you join this thread, Willhite. Let me provide information to help you import several invoice transactions into your QuickBooks account. 

In QBO, you can only import a maximum of 100 invoices at a time with a 1,000-row limit per CSV file or spreadsheet. You're unable to add discounts, credit memos, or negative amounts in general in this process. Thus, you can upload invoices only with single or multiple line items.

To guide you through the process, you can either create your spreadsheet or download a sample file found in the product. Once ready, you can upload your file, so you can start the import. To do this:

1. Go to Settings ⚙ and select Import data.
2. Select Invoices.
3. (Optional) Select the checkbox to add new customers that don't already exist in QuickBooks.
4. Select Browse and then find and select the spreadsheet of your invoices. Note: If you have newly imported customers without setting their proper currency, QuickBooks assumes the currency is USD. If you have multicurrency turned on, you can import invoices in foreign currencies.
5. Then, select Next.

I'm including this reference for more insights: Import multiple invoices at once in QuickBooks Online.

Moreover, you can run specific reports to help you review your business finances. You may also consider changing the item types for your products and services in your file. 

I'll keep an eye on this forum for any additional queries when managing invoices in your account. Feel free to let me know in the comments below, and I'll make sure to get the help you need. Stay safe and have a great day ahead!