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September 30, 2022
Question

Importing Invoice with payments in Quickbooks Online

  • September 30, 2022
  • 2 replies
  • 0 views

I keep on getting this message every time I want to import my invoices and payments into quick Books:

"Import invoices isn't quite ready to support sales tax
We're working on it. Support for sales tax will be coming soon."  
 
Can anyone assist me?

2 replies

September 30, 2022

Hello, mlowry_711.

 

I can help you fix the error message that appears when importing invoices.

 

To be sure, is there any tax on the invoice you want to import? The error occurs if you enable Automated Sales Tax since importing invoices with sales taxes isn't supported yet.

 

I recommend disabling the feature and reimporting the invoices.

 

Here's how:

 

  1. On the left navigation bar, click Taxes.
  2. Press Sales tax settings in the upper-right corner.
  3. Select Turn off sales tax.

 

You can refer to this article for a complete guide on importing invoices in QuickBooks Online: Import multiple invoices at once.

 

If the issue persists, you may consider looking for a third-party application that helps you import those invoices. Go to the Apps menu to find one.

 

If you want to see different aspects of your business, I've included this resource: Run reports in QuickBooks Online.

 

I'm all ears if you have any follow-up questions about importing invoices in QBO. Add any details in your response, and I'll get to you as soon as possible.

Fiat Lux - ASIA
October 1, 2022

@mlowry_711 

You can prepare 2 sets od data with the following template

 

Invoices

RefNumberCustomerTxnDateDueDateShipDateShipMethodNameTrackingNumSalesTermLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailBillEmailCcBillEmailBccCurrencyExchangeRateDepositToBePrintedToBeEmailedAllowIPNPaymentAllowOnlineCreditCardPaymentAllowOnlineACHPaymentShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y MP3 PlayerBlue MP3 Player255  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Leather CaseLeather Case210  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Gift CardsGift Cards25  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y HandheldsPortable Game Player1100  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y Software1 Year Warranty125  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y Extended Warranty1 Year Extended Warranty15  TAX
103Lisa Smith01/10/2020    Net 30  19 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256  We appreciate your business!     0NYNNY        Gift Certificate$50 Gift Certificate150  NON

 

Receive Payments

RefNumberTxnDatePaymentRefNumberCustomerPaymentMethodDepositToAccountInvoiceApplyToLineAmountPrivateNoteCurrencyExchangeRate
128/11/202050245Janice JohnsonCheckChecking101100.00   
228/11/20204908Leonard Walker IncCheckChecking102138.78   
328/11/20204908Lisa SmithCheckChecking103126.50   

 

then utilize an importer tool to proceed

https://transactionpro.grsm.io/qbo

 

As an additional option, utilize the trial version of a backup restore app as for your safety net.

https://rewindio.grsm.io/quickbooks