cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
kevin-ochieng
Level 1

I have multiple payments that I receive on a daily basis from different customers. How can I post these payments by importing into quickbooks using an excel file ?

 
7 Comments 7
BettyJaneB
QuickBooks Team

I have multiple payments that I receive on a daily basis from different customers. How can I post these payments by importing into quickbooks using an excel file ?

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!

Fiat Lux - ASIA
Level 15

I have multiple payments that I receive on a daily basis from different customers. How can I post these payments by importing into quickbooks using an excel file ?

@kevin-ochieng 

Utilize TP Importer to import your Receive Payments data.

https://transactionpro.grsm.io/qbo

 

The template should be like this

RefNumberTxnDatePaymentRefNumberCustomerPaymentMethodDepositToAccountInvoiceApplyToLineAmountPrivateNoteCurrencyExchangeRate
128/11/202050245Janice JohnsonCheckChecking101100.00   
228/11/20204908Leonard Walker IncCheckChecking102138.78   
328/11/20204908Lisa SmithCheckChecking103126.50   

 

Patman01
Level 1

I have multiple payments that I receive on a daily basis from different customers. How can I post these payments by importing into quickbooks using an excel file ?

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...

regor999
Level 1

I have multiple payments that I receive on a daily basis from different customers. How can I post these payments by importing into quickbooks using an excel file ?

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.

Patman01
Level 1

I have multiple payments that I receive on a daily basis from different customers. How can I post these payments by importing into quickbooks using an excel file ?

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

regor999
Level 1

I have multiple payments that I receive on a daily basis from different customers. How can I post these payments by importing into quickbooks using an excel file ?

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.

Patman01
Level 1

I have multiple payments that I receive on a daily basis from different customers. How can I post these payments by importing into quickbooks using an excel file ?

Agreed, but my client doesn't want to pay extra. It's his decision, I am just the contractor :)