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mbrightman
October 18, 2021
Question

Importing Invoices into QB Desktop

  • October 18, 2021
  • 5 replies
  • 0 views
Is it possible to import invoice information into QB desktop from an excel or csv file? I don't mean a list of customers or services, but all of the invoice information.

      5 replies

      DivinaMercy_N
      DivinaMercy_N
      October 18, 2021

      Yes, it is, @mbrightman. I'm here to help you import invoice transactions using CSV or Excel files in QuickBooks Desktop (QBDT).

       

      In QBDT, to import a CSV file, you'll have to install first the QuickBooks Import Excel and CSV toolkit. Let me guide you how:

       

      1. Access the file download window for the toolkit, then click Save.
      2. Next, head to your Windows Desktop, then select Save.
      3. Then, double-click QuickBooks_Import_Excel_and_CSV.exe on your Windows desktop to open the WinZip Self-Extractor window.
      4. Click Browse, choose the folder where you want to install the toolkit (such as your Desktop), then select OK.
      5. Select Unzip to extract the contents, and then click Close to close the WinZip Self-Extractor window.
      6. Then, open the QuickBooks Import Excel and CSV folder from the location you selected in step 4.

       

      Then, there are several options you can choose to import invoice transactions using Excel files. To learn more about it, feel free to visit this article: Import or export MS Excel files.

       

      I've also added this link for more information about importing or exporting transactions in QBDT: Import and export data in QuickBooks Desktop.

       

      Also, it's recommended to create a backup copy first before doing any changes to your company file. This is to ensure you have the original data that you can restore at any time in case of data loss or damage.

       

      I'm always around if you have any other concerns importing invoice transactions in QBDT. Feel free to post your reply below. I'd be happy to assist you further. Have a great day ahead.

      T
      theofficelady7
      January 28, 2022

      Can I import CSV on Quickbooks Online?

      A
      Archie_B
      January 28, 2022

      Thank you for joining this thread, theofficelady7.

       

      Yes, you can import data into QuickBooks Online using a CSV file. 

       

      These are the following information you can import using CSV file:

       

      • Bank Data
      • Customers
      • Vendors
      • Chart of Accounts
      • Products and Services
      • Invoices

      To import data to QuickBooks Online:

       

      1. Log in to your QuickBooks Online account.
      2. Go to the Gear icon.
      3. Under TOOLS, select Import data.
      4. Choose the information you want import.
      5. Browse the CSV file, then complete the following instructions.

       

      I've included this article for more information and for commonly asked questions about importing data to QuickBooks Online.

       

      Also, if you're trying to import CSV file for bank transactions, you can check out this link to guide you through the process: Format CSV files in Excel to get bank transactions into QuickBooks.

       

      Please don't hesitate to reach the Community or leave a comment below for follow up questions. I'm always here to help. Have a good day!

      Fiat Lux - ASIA
      Fiat Lux - ASIA
      October 19, 2021

      @mbrightman 

      Prepare Invoice data with the following template

      CustomerTransaction DateRefNumberPO NumberTermsClassTemplate NameTo Be PrintedShip DateBillTo Line1BillTo Line2BillTo Line3BillTo Line4BillTo CityBillTo StateBillTo PostalCodeBillTo CountryShipTo Line1ShipTo Line2ShipTo Line3ShipTo Line4ShipTo CityShipTo StateShipTo PostalCodeShipTo CountryPhoneFaxEmailContact NameFirst NameLast NameRepDue DateShip MethodCustomer MessageMemoCust. Tax CodeItemQuantityDescriptionPriceIs PendingItem Line ClassService DateFOBCustomer Acct NoSales Tax ItemTo Be E-MailedOtherOther1Other2Unit of MeasureAR AccountCurrencyExchange RateSales Tax Code
      Anne's Bakery01/09/2020100    Y15/09/2020Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA(123) 456-7890          NonCabinets10Cabinets1000              Non
      Anne's Bakery01/09/2020100    Y15/09/2020Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA(123) 456-7890          NonHardware10Hardware50              Non
      John's Barber Shope02/09/2020101    Y15/09/2020John's Barber Shope1 Main Street  AnytownNY12345USAJohn's Barber Shope1 Main Street  AnytownNY12345USA(999) 888-8888          NonBlueprints1Blueprints500              Non

       

      then utilize one of these paid importer tools

      https://transactionpro.grsm.io/qbd

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

       

      C
      Cranky2023
      February 27, 2023

      To the OP - what did you end up doing? I have been looking for this very same topic on QB support and the web, without success. Seems to me that QB should be advanced enough to do something simple like this, but all I've found is recommendations for 3rd party apps or a list of steps to importing without necessarily your question being answered. 

      G
      GilbertFox33
      February 19, 2025

      Hi,

       

      Yes, QuickBooks Desktop allows invoice imports from Excel or CSV, but you may need a tool to automate the process. Skyvia (https://skyvia.com/connectors/quickbooksdesktop) can help you configure a mapping and set up the import of Invoices regularly if needed.

      BigRedConsulting
      BigRedConsulting
      February 19, 2025

      The way to import - perhaps - the most complete invoices is to use an IIF file. You can in theory write your own IIF file, though there's a somewhat steep learning curve.

       

      Instead, use our BRC IIF Transaction Creator Pro  which will create IIF files containing Invoices as well as most other types of transactions.

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