Importing Invoice with Payments

Koizumi008 · ‎April 25, 2022

Is there a way we can input invoices, together with the payments associated to them?

Ex.

I will import data for Invoice 1-10, but Invoices 1 to 9 are paid.

I understand that you have to click "receive payment" in the invoice to record the payment, however this would take so long as we can have as many as 50 invoices a day.

also, 1 invoice can be paid in 3 ways, either 1 of the 3 or all 3 at once. It takes time to input 3 payments in an invoice using the "receive payment button".

does Quickbooks have a feature of importing the payments per invoice as well? or maybe even importing it together upon importing invoices the first time?

Thank you!

Fiat Lux - ASIA · ‎April 25, 2022

@Koizumi008

Prepare your Receive Payments data with the following template

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

then utilize an importer tool to proceed.

https://transactionpro.grsm.io/qbo

View solution in original post

Giovann_G · ‎April 25, 2022

Hello, Koizumi008.

I know how much time you can save by importing invoices with their payments. For now, you'll have to manually record the payments through the receive payment option in QuickBooks Online. Rest assured our engineers never stop looking for ways to enhance our product to improve your experience.

As a workaround, you may consider looking for any third-party application that allows you to import invoices with their payments. Please go to the Apps menu to find one that best suit your need.

For your reference in recording customer payments, you can read this article: Record invoice payments in QuickBooks Online.

If you connect your bank account and receive the bank deposit from your customer, you can review this resource to learn how to link a bank deposit to an invoice: How to link a bank deposit to an invoice.

I'll be here if you need further assistance with importing invoices. Take care and stay safe.

Fiat Lux - ASIA · ‎April 25, 2022

@Koizumi008

Prepare your Receive Payments data with the following template

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

then utilize an importer tool to proceed.

https://transactionpro.grsm.io/qbo

Koizumi008 · ‎April 28, 2022

Hi @Fiat Lux - ASIA

This is promising. will try out.

Thank you!

FundDana · ‎July 12, 2022

Hi, Have you try the process? Any feedback?

Fiat Lux - ASIA · ‎July 12, 2022

@FundDana

You should also try the same. If you're worried, use the trial version of a backup restore app.

https://rewindio.grsm.io/quickbooks