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EstherY
EstherY
January 8, 2019
Question

Import your invoices and bills to QuickBooks

  • 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!

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      C
      Christine Martin
      January 6, 2022

      Ive followed all the Fields everything is good, Select Import - Will import Customers but not my Invoices.

      message 0 of 77 invoices imported 

      Not sure why.... Help

        G
        GeorgiaC
        January 6, 2022

        Hi Christine, thanks for joining this thread - please check for any special characters or blank fields under columns marked with an asterisk - if the file is still unable to upload following this, please try splitting the file into two smaller files. Get back to us below if this doesn't fix. 🙂

        G
        gcestespaymerang
        March 28, 2022

        Hi

        I have a client who is using QB desktop QB Enterprise Solutions Nonprofit 21.0. She needs to import a list of excel (or csv) sales invoices. Is it possible to do it in this version?

         

        Thank you

         

        Genevieve

        Fiat Lux - ASIA
        Fiat Lux - ASIA
        March 28, 2022

        @gcestespaymerang 

        QB Desktop 2021 Enterprise? US or CA version? Fyi, you are posting the question in UK community 8)

        G
        gcestespaymerang
        March 28, 2022

        US Version!  Gotcha, do you have a link for the US community?

        M
        Megakun
        November 15, 2022

        Please tell me if there is a way to include the payment status as a column in the CSV. It would be very painful to have to mark all these payment statuses manually... we process thousands of invoices a month.

        A
        AbegailS_
        November 15, 2022

        Hello there, @Megakun. 

         

        I'm here to  help you with import your transactions using a CSV file.

         

        When importing a CSV file, the accepted file formats are the 3 and 4 column formats. The 3 column includes the Date, Description and Amount. On the other hand, the 4 column format includes the Date, Description, Credit and Debit.

         

        For more details, you may refer to this article: Import bank transactions from Excel CSV file 

         

         I'd suggest sending feedback to let our product team know and to request the addition of this option. I've outlined the steps below:

        1. Go to the Help menu.
        2. Select Send Feedback online.
        3. Choose Product Suggestion.
        4. Fill in the needed details and enter a brief description of your feedback on the suggestion box.
        5. Once done, click Send Feedback.

        I'll be around if you need further assistance in QBDT. I'm very eager to help. Take care!

        P
        PPP23
        May 25, 2023

        Hi I am new to quickbooks online. we have recently upgraded from desktop version to quickbooks online advanced. We have multiple bills/purchase invoices to post and I tried using the CSV template from quick books. the import is not going through with error message account is not in line with quick books. I have downloaded the chart of accounts and copied the name from there but still getting the same error message. any help with this is greatly appreciated. 

         

        we have to use class for our reporting can I add additional column to the CSV template with class details? 

         

        Many thanks

         

        Fiat Lux - ASIA
        Fiat Lux - ASIA
        May 25, 2023

        @PPP23 

        Do you need to import like this one?

        RefNumberAPAccountVendorPrintOnCheckNameTxnDateDueDateSalesTermLocationAddressLine1AddressLine2AddressLine3AddressLine4AddressCityAddressStateAddressPostalCodeAddressCountryPrivateNoteCurrencyExchangeRateExpenseAccountExpenseDescExpenseAmountExpenseBillableStatusExpenseBillableEntityExpenseClassLineItemLineDescLineQtyLineUnitPriceLineAmountLineBillableStatusLineBillableEntityLineClass
        101 Staples #########15/11/2020  100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use  Office SuppliesFor Anne25.1           
        101 Staples #########15/11/2020  100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use  TelephonePhone Cards50.25           
        101 Staples #########15/11/2020  100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use        MP3 PlayerBlue MP3 Player255    
        185 Green's Taxi Service ######### Net 30 1 Main Street   San DiegoCA12345    Transportation 125.13           

         

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