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PreciousMM
October 12, 2024
Question

Import of excel into Estimates

  • October 12, 2024
  • 1 reply
  • 0 views

I need some help. Is there a way to import the data from excel. I am creating a long estimate over 150 lines. Is there a way I can just import this data into the estimate invoice because copy and paste is too much work for me.

1 reply

E
Ethel_A12
October 12, 2024

I know the importance of being able to import estimates in QuickBooks Online (QBO), @PreciousMM.

 

Estimates are currently not available to import in QBO. The best experience is what we strive to meet the needs of all QuickBooks users worldwide. We understand this limitation may cause inconvenience. Thus, I recommend reaching out to our product developers directly by sending feedback. We appreciate your input in helping us improve the program.

 

To submit feedback, follow these steps:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions. 
  4. Select Next to submit feedback.

 

I'm adding this article to help you learn more about the files that can be imported to QBO: Common questions about importing data to QuickBooks Online.

 

You can reach out to us, @PreciousMM, if you have any more questions about importing data into QuickBooks. We're here to answer your questions.

P
PRECIOUSs
October 12, 2024

Hi

 

i see, what about invoices, when I create an invoice and when I create a Purchase order is importing available?

S
SheandL
October 12, 2024

Importing your invoices to QuickBooks Online (QBO) is possible, @PRECIOUSs. However, doing the same for purchase orders is currently not supported. Let me share some steps on how we can complete both processes. 

 

Firstly, it's important to note that there are limited information on what you can import to QuickBooks. Here are the following:

 

  • Bank Data
  • Customers
  • Suppliers
  • Chart of Accounts
  • Products and Services
  • Invoices
  • Credit Notes
  • Sales Receipts
  • Bills
  • Journal Entries

 

For more information, visit this article: Common questions about importing data to QuickBooks Online.

 

Before importing your invoices, please keep in mind that you can upload up to 100 invoices at once, with a maximum of 1,000 rows per spreadsheet. You may include one or multiple line items and import various customers, suppliers, or products and services. However, discounts, credit memos, and negative amounts cannot be included.

 

To import your invoices inside QuickBooks, please follow the steps I'll share below:

 

  1. Prepare your spreadsheet using CSV format and ensure the information is correctly inputted. 
  2. Turn on custom transactions number.
  3. Upload your file into QuickBooks. 
  4. Map your import field accurately and make sure that your VAT code is entered correctly.

 

For detailed instructions, please check out this article: Import multiple invoices at once in QuickBooks Online.

 

Since purchase orders can't be imported directly, I recommend exploring third-party applications that can assist you with this task. To find one, here's how:

 

  1. Log in to your QBO.
  2. Go to Apps, then Find apps.
  3. Search or browse for apps that can help you in this process.

 

Additionally, you can check out this article that outlines the balances and payments of your customer in an informative way: Run an accounts receivable ageing report in QuickBooks Online.

 

Feel free to respond to this post if you need any further assistance with importing data into QuickBooks. We'll be around to lend you a hand. 

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