Question

Import your invoices and bills to QuickBooks

Forum|Forum|7 years ago
January 8, 2019
14 replies
0 views

If you're using spreadsheets to record invoices and bills, and wish to start using QuickBooks to track them going forward, you can import them into QuickBooks using our Import Invoice and Import Bill functionality.

Importing your spreadsheets is a rather straightforward task, once you have prepared your spreadsheet. There are a few things to look out for before you start, check these articles Import your invoice and Import your bills for further details, or post a question below!

M

Magda Sukosd

Hi

I have a client who is using QB desktop 2016. She needs to import a list of excel (or csv) sales invoices. Is it possible to do it in this version?

Thank you. Magda

J

JamesDuanT

Yes, we can import invoices to QuickBooks Desktop using an Intuit Interchange Format (.IIF) file, Magda.

If your client's third-party application provides an .IIF file format of the data, here's how to import it to QuickBooks:

Sign in to your company file as the Admin.
Click the File menu at the top and select Switch to Single-user Mode.
Click the File menu again and select Utilities.
Select Import and choose IIF Files.
Look for the .IIF file and click Open.
Click OK.

You can also use this article for reference: Export or Import Intuit Interchange Format (.IIF) Files.

Otherwise, you'll need to look for a file converter online. Then, follow the steps to import the file again.

Let me know if you have follow-up questions about this. Have a great day!

J

jtetlak

I use QB Pro 2016 Desktop.

I am not seeing where it is available to upload open invoices for customers and vendors.

Am I missing it?

J

John_Baxter

Is it possible to import estimates into Quickbooks online?

Fiat Lux - ASIA

@John_Baxter

Utilize the importer tool

https://transactionpro.grsm.io/qbo

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

Hope it helps.

G

Gekko

Hi,

Can I change the MAP Fields on QB? When I import I want to include the Class, Location, Ref No and catagory. Can I simply add these columns to the template and import?

S

SarahannC

Hello, Gekko.

Changing the ma fields in QuickBooks Online is unavailable. I like your idea. This is a great suggestion that I can send to our software engineers. I'm making sure to forward the information you've shared here.

Our engineers will evaluate your suggestion. This way, adding this feature might be included in the next product updates.

The Community is always her if you have follow-up questions.

G

Gekko

Thank you for reply.

Another query

I have imported bills from excel to QB, however these are inventory bills, how do I apply the bills to the inventory (section) account on QB? So my bill states that I have purchase 10 items, I can see it under supplier credit account but thus far my inventory has not increased b 10. Is importing a bill not the way to go?

K

KTR Consultants

Hello,

I have exported invoices from QB client (paid for licence) and want to import them to QB Accountant. The process does not go smooth. It asks for mapping and there are some unidentified symbols in there, which you can't read. Why exporting from QB and importing into QB is not straightforward?

What shall I do now?

Please advise.

George

R

Rea_M

Hello there, KTR Consultants.

Let me share details about the exporting and importing process in QuickBooks. This way, you'll be able to determine the right thing to do to successfully import your client invoices to your QB Accountant account.

Exporting and importing procedures isn't a straightforward task. It's because the exported and imported files have different mapping guidelines.

Based on the license you've mentioned above, it seems that you're using the QB Accountant version. You can export and import your client's invoice transaction using the CSV format, IIF, and Excel files.

Please note that you can't undo information you import, you need to make a backup copy of your company file for future use.

Once ready, let's now import your client's transactions to your QB Accountant account. In case you're using a CSV file, you need to install the QuickBooks Import Excel and CSV toolkit to first before performing the import process. Here's how:

Open the file download window for the toolkit.
Select Save.
Go to your Windows Desktop, then select Save.
Double-click QuickBooks_Import_Excel_and_CSV.exe on your Windows desktop to open the WinZip Self-Extractor window.
Select Browse.
Choose the folder where you want to install the toolkit (such as your Desktop), then OK.
Select Unzip to extract the contents.
Click Close to close the WinZip Self-Extractor window.
Open the QuickBooks Import Excel and CSV folder from the location you selected in step 6.

To learn more about the exporting and importing process, kindly refer to this article: Import and export data in QuickBooks Desktop. It provides an overview of the procedure, ways, and things you need to keep in mind when you import or export data.

Please let me know if you have other concerns. I'm just around to help.

J

Jamesallan007

I am trying to get started with quickbooks - I'm unable to link TSB accounts to quickbooks so I have downloaded the first quarter statements but it will still not download due to an error with the format. I originally took out the basic package and it did it automatically - now I have paid for an upgrade and can't do it - can you help? sam

asha_kanta_sharma

Hi,

Its time to increase the limits maximum of 100 invoices at a time and 1,000 row limit per spreadsheet as its been years now and many business does have stuck with these limits.

Hope QuickBooks Team will understand this concern and do the needful in respect of the same.

AlcaeusF

Thanks for joining this conversation, @asha_kanta_sharma.

While the option to import more than 100 invoices and 1000 rows of spreadsheet is currently unavailable in QuickBooks Online (QBO), rest assured that I'll pass along your suggestion to our Product Developers. They're always looking for ideas to consider on how to improve QBO.

In the meantime, I recommend visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features.

Just in case, I'll add this article for future reference: Import your invoices into QuickBooks.

Please leave a comment in this thread if you have any other questions or concerns. I'm always here to help. Take care and have a great day!

L

L Davies

can I import PDF sales invoice files into QB's? If so how!?

Fiat Lux - ASIA

@L Davies

You may need a 3rd app to do so.

C

Clive Cawood

I changed banks and did not realise in switching banks, my old bank closed my account and know I only have bank statements to upload in csv. how can I do this

Fiat Lux - ASIA

@Clive Cawood

Utilize the trial period of TPImporter

https://transactionpro.grsm.io/qbo

Prepaare the Bank Statement data with the following template

TxnDate	PrivateNote	Currency	ExchangeRate	DepositToAccount	Entity	LineDesc	LineAmount	Account
28/07/2020	Manual Feed			Checking	Jane Smith	Monthly Dues	25	Account1
29/07/2020	Manual Feed			Checking	Bank of the West	July Fees	-15	Office Expenses
30/07/2020	Manual Feed			Checking	Staples	Paper for Copier	-50	Office Expenses
01/08/2020	Manual Feed			Checking	Teddy Jones	Charitable Contribution	500	Account1

E

Emon

My question is how do i import bulk expenses by a single csv to my current QBO from another QBO ?

Fiat Lux - ASIA

@Emon

Utilize a migration tool as I mentioned earlier.

https://transactionpro.grsm.io/qbo

N

Newton Ftwr

Hi,

I have been regularly importing my bills into quickbooks for a while without problems. I use your standard template.

Just today it has stopped working. it keeps telling me the date format is wrong. the date format is the same as it was last week, and i have amended it several times to make sure it isnt user error or hasn't become corrupted.

Please can you check whether something has changed with QBO? That is messing with this function?

this is very frustrating!

I look forward to your reply.

A

Ashleigh1

Hello Newton Ftwr, thanks for commenting on this post, can you clear your cache and cookies to all time, close the browser down, reload it and try upload it again into your account and see if that works or if you still have an issue please let us know.

N

Newton Ftwr

Hello,

I did do that, It didnt work, sorry...

Still not uploading, with the same error message.

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