Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Hi there, @kevin-ochieng.
I'd like to share some insights about importing your customers' payments in QuickBooks Online through an Excel file.
At this time, being able to import customers' payments in QuickBooks Online using an Excel file isn't available. The program only allows you to import Excel files for bank transactions and lists.
To get your work done, I recommend checking for a third-party application that integrates with the system and supports the functionality.
I can see the convenience of having the option to import payments in QBO. Know that our developers are always gathering and considering new features to be added in the program to cope with our customers' needs.
I'd encourage you to visit our QuickBooks Online Blog site regularly to be updated with our news and product enhancements.
Lastly, here are the complete list of the data that can be imported in QBO via Excel files:
Let me know if you have any other questions or concern. I'll be around to lend a helping hand. Have a good one!
Utilize TP Importer to import your Receive Payments data.
https://transactionpro.grsm.io/qbo
The template should be like this
RefNumber | TxnDate | PaymentRefNumber | Customer | PaymentMethod | DepositToAccount | InvoiceApplyTo | LineAmount | PrivateNote | Currency | ExchangeRate |
1 | 28/11/2020 | 50245 | Janice Johnson | Check | Checking | 101 | 100.00 | |||
2 | 28/11/2020 | 4908 | Leonard Walker Inc | Check | Checking | 102 | 138.78 | |||
3 | 28/11/2020 | 4908 | Lisa Smith | Check | Checking | 103 | 126.50 |
Very disappointing from Quickbooks. I don't look forward to manually paying hundreds of invoices each week. This is supposed to make life easier but this is just the opposite...
Use SaaSant to import. Less than $10 a month and you can import/export and even modify nearly all the data you put to Quickbooks. Receipt, payments, customers, COA you name it does it. The best thing is unlike any other software out there you can back out the data you have imported and run again. I have over 1500 invoices to input at the month-end. Once the template format is set up it's quick and easy.
Thanks I know about Saasant. Not the solution I want. If Saasant can do it, then so should QB without having to pay an extra $120 each year
I get your point but the lack of deleting or modifying imports was the main reason I did not choose the Big Blue X as my accounting system. I least the option is there to buy.
Agreed, but my client doesn't want to pay extra. It's his decision, I am just the contractor :)
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here