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December 24, 2022
Question

We are looking an option where we can upload multiple invoice entries through an excel sheet with around 10 columns. Let us know if that's possible in any way.

  • December 24, 2022
  • 1 reply
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1 reply

December 24, 2022

Welcome to the Community, dhawal-appbroda-.

 

Good news. You can upload multiple invoices (maximum of 100 invoices at a time) with more than 10 columns and 1000 row limit per spreadsheet.

 

Before importing, make sure you review the information from your excel sheet. You'll want to download a sample spreadsheet for your reference. 

 

Then, you can turn on custom transaction numbers if you use numbers to track your invoices.

 

Here's how:

  1. Go to Settings and select Account and settings.
  2. Select the Sales tab. Then select Edit in the Sales form content section.
  3. Turn on Custom transaction numbers.
  4. Click Save and then Done.

Once done, you can start uploading your invoices from your excel sheet:

  1. Go to Settings and select Import data.
  2. Choose Invoices.
  3. Select Browse and then find and select the relevant invoices.
  4. Click Next.
  5. Map the column headers with invoice fields in QuickBooks.
  6. Select Not applicable.
  7. Choose the date format. Click Exclusive or Inclusive.
  8. Click Next.
  9. After mapping, click OK. Then, Done.

For your reference, you can visit this article about the process of importing invoices into QBO: Import your invoices into QuickBooks.

 

The Community is always open if you have other questions. I'll be around to help. Wishing you a great day ahead.