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February 19, 2020
Question

Import invoice Payment through CSV (Against invoice Number)

  • February 19, 2020
  • 1 reply
  • 0 views

How do i import Invoice payments through CSV, as we do for Invoices. 

The invoice payment CSV contain the payment made against the each invoice number. 

1 reply

Fiat Lux - ASIA
February 19, 2020

You need an importer tool to do so.

https://transactionpro.grsm.io/qbo

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

 

The template should be like this

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