First of all, thank you for your continued feedback which helps all of us at QuickBooks understand how we can support you. As part of our regular feed of updates to QuickBooks in the UK we’re delighted to announce an enhancement to our CSV import options which will help you or your clients speed up the process of transferring sales and purchase invoice data in spreadsheets into QuickBooks.
This was a popular request across both our accountant, bookkeeper and small business users and with Making Tax Digital for VAT happening in April 2019 we agreed that the importance of having this facility has never been higher.
Those of you who are eagle eyed may have noticed this in QuickBooks Labs which can be found in the QuickBooks Online settings screen. Thank you for your initial feedback. It really helped us refine the end result which includes support for multiple line items, multiple currencies, categories and multiple VAT codes.
Below we’ve added a full video demonstration of the new feature featuring sales invoices first, then purchase invoices. If you’d rather read a step by step walkthrough then read on as we’ve provided that below.
A video containing a full demo of both updates is available below and on the QuickBooks YouTube channel.
Have any feedback?
If you’ve never used the CSV import facility in QuickBooks before, you’ll find it in the settings area under Import data.
From there you can select the type of data you would like to import with bills and invoices being the latest additions.
From the Import screen we’ve provided the option to download an example of how the data being imported into QuickBooks should be formatted. Just click Download an example
To minimise the risk of your import being rejected we recommend saving a copy of this file then pasting your own data into your new file in the same order shown on screen. Make sure columns headed with an * are populated and multiple currencies and VAT are set up in QuickBooks before you attempt to import them in. If there are any new contacts, products or services in your CSV file then QuickBooks can create these records for you during the import process.
If you used the example provided by QuickBooks then the columns and VAT codes will be matched instantly leaving you with little else to do. If you opted to use your own template you’ll need to select the fields in QuickBooks that match those in your CSV file.
Before the final import is done and afterwards, QuickBooks will provide you with a summary of what it’s about to import and what was actually imported. If QuickBooks finds any duplicates it won’t import them.