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ccmarcotte
Level 1

Is there a way to import message on invoice when uploading bulk invoices to QBO? When I manually choose the template with the correct message, it is still blank.

 
2 Comments 2
CharleneMaeF
QuickBooks Team

Is there a way to import message on invoice when uploading bulk invoices to QBO? When I manually choose the template with the correct message, it is still blank.

I appreciate you for using QuickBooks Online to record your sales transactions, ccmarcotte. I know it can be rough when you can't add messages to your invoices. I'm here to share some insights.

 

We're unable to add messages when importing invoices to QuickBooks Online. For now, I'd suggest manually adding them to the Message on the invoice field. I'll show you how:

 

  1. Go to the Sales menu.
  2. Select the Invoices tab.
  3. Locate the invoice, then click the edit icon.
  4. On the Message on invoice field, type in the message.
  5. Once done, click Save and Close.
    Capture.PNG
  6. Repeat the steps to the other invoices.

 

I know how the functionality would be beneficial to your business. With this, I'd recommend sending a feature request directly to our Product Development team. This helps us improve your experience and the features of the program. 

 

Here's how:

 

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.
    Capture.PNG

 

You can also track feature requests through the Customer Feedback for QuickBooks Online website.

 

Additionally, I've added these resources that'll help you personalise your sales forms in QuickBooks Online. This helps you add the info that matters most to your business: 

 

 

I'm only a few clicks away if you need assistance with your other QuickBooks tasks, ccmarcotte. It's always my pleasure to help you out again.

Fiat Lux - ASIA
Level 15

Is there a way to import message on invoice when uploading bulk invoices to QBO? When I manually choose the template with the correct message, it is still blank.

@ccmarcotte 

Prepare your Invoice data with the following template

RefNumberCustomerTxnDateDueDateShipDateShipMethodNameTrackingNumSalesTermLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailBillEmailCcBillEmailBccCurrencyExchangeRateDepositToBePrintedToBeEmailedAllowIPNPaymentAllowOnlineCreditCardPaymentAllowOnlineACHPaymentShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y MP3 PlayerBlue MP3 Player255  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Leather CaseLeather Case210  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Gift CardsGift Cards25  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y HandheldsPortable Game Player1100  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y Software1 Year Warranty125  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y Extended Warranty1 Year Extended Warranty15  TAX
103Lisa Smith01/10/2020    Net 30  19 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256  We appreciate your business!     0NYNNY        Gift Certificate$50 Gift Certificate150  NON
103Lisa Smith01/10/2020    Net 30  19 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256  We appreciate your business!     0NYNNY        Magazine SubscriptionAnnual Magazine Subscription212  NON

 

then utilize an importer tool

https://transactionpro.grsm.io/qbo