Past Quotes

I appreciate you for showing interest in using QuickBooks Online (QBO), ConsoleSolutions and I would be happy to answer your query about uploading your past quotes and invoices into the program.

Uploading your invoices to QBO is possible along with their correct date. However, please know that the option to upload your past quotes is not currently supported in QBO. Thus, you'll need to manually enter the quotes or you can convert them into invoices.

Before importing the transactions, ensure each line entry has an invoice number, customer, invoice date, and other required details. Also, make sure that the column headers in your spreadsheet match with the QuickBooks invoice fields. Here's how:

1. Map the column headers with the QuickBooks invoice fields. Fields with an asterisk (*) are required.
2. Choose Not applicable for any fields not in your spreadsheet.
3. Next to Invoice Date, select the date format you used, like D/M/YYYY. 
4. For the Item Amount field, select Exclusive of tax or Inclusive of tax as your VAT option. To see this option, set up VAT in QuickBooks.
5. Select Next.

For thorough information, you can check this article for a guide: Import multiple invoices at once in QuickBooks Online.

If you want to personalize your sales forms, you can visit this link for reference: Customise invoices, estimates, and sales receipts in QuickBooks.

Don't hesitate to revisit this page if you have additional questions about uploading your transactions in QBO. We're always here to help.