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How to import all invoices

 
1 Comment 1
DHeraV
Moderator

How to import all invoices

Welcome to the Community.

 I'd be glad to guide you through the steps on how to import multiple invoices in QuickBooks Online (QBO). Before anything else, let me provide you with the things you should take note of when importing in QBO:
 

  • You can import a maximum of 100 invoices at a time with a 1,000-row limit per spreadsheet.
  • You can import invoices with single or multiple line items.
  • You can also import a large volume of customers and suppliers or products and services.
  • You can't add discounts, credit notes, or negative amounts in general.

 

To start importing, here's how:

Step 1: Prepare your spreadsheet

 

  1. Fill in the required columns:
    • Invoice number
    • Customer
    • Invoice date
    • Due date
    • Item amount
    • Item tax code
    Note: If your invoices have multiple line items, make sure each line entry has an invoice number, customer, invoice date, and other required details, just like in the sample spreadsheet.
  2. If you collect sales tax, just add the sales tax rate in your invoices to the spreadsheet. When importing, you can map the sales tax codes you've created into QuickBooks sales tax codes.
  3. You can map each of your column headings to the invoice fields during the import. Take a look at what's required to import invoices. Or you can download this sample spreadsheet.
    Note: If your spreadsheet has new products or services, it can be edited after importing.


Step 2: Turn on custom transaction numbers
 

  1. In your QBO account, go to the Gear icon, then select Account and settings.
  2. Select the Sales tab, then click on the pencil icon in the Sales form content section to edit.
  3. Turn on Custom transaction numbers.
  4. Select Save and then Done.


Step 3: Upload your spreadsheet
 

  1. Go to the Gear icon, then select Import data.
  2. Click on Invoices.
  3. (Optional) Select the checkboxes to add new customers or products and services that don't already exist in QuickBooks.
  4. Select Browse and then find and select the relevant invoices.
  5. Click on Next.

 

For detailed and continuation of steps, kindly visit: Import multiple invoices at once in QuickBooks Online.


Moreover, I'll also share this article that can serve as your reference if you want to learn more about importing data in QuickBooks: Import data from other software into QuickBooks Online.


Feel free to leave a reply if you require further assistance with importing invoices in QBO. The Community team always has your back. Have a good one.