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Automate Invoice Creation

Forum|Forum|6 years ago
January 3, 2020
3 replies
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Hi There,

I Send out around 100 invoices every 2 months which is very time consuming for a small business. Is there anyway to import this information already (which is already in Excel) to create the invoices.

Asking as this is only going to grow as a requirement for me and if this is not supported I will need to start thinking about alternative solutions.

Thanks in advance.

Kind Regards.

QuickBooks Self-Employed

Best answer by GeorgiaC

Hello David,

Unfortunately it is not possible to import invoices from Excel into the Self-Employed product, this feature is currently only available within our QuickBooks Online Small Business packages (SimpleStart, Essentials and Plus) however these do not have the same features of the QBSE product.

Thanks

G

GeorgiaCAnswer

Hello David,

Unfortunately it is not possible to import invoices from Excel into the Self-Employed product, this feature is currently only available within our QuickBooks Online Small Business packages (SimpleStart, Essentials and Plus) however these do not have the same features of the QBSE product.

Thanks

Fiat Lux - ASIA

@David Press

Consider to use QBO for your business. QBSE is a stand-alone product and no migration path yet.

https://quickbooks.grsm.io/UK

Just my 2 cents.

D

David PressAuthor

Thank you, but I need the self employed version of QB for the Tax calculations.

M

MirriamM

Hello again, @David Press.

QuickBooks Self-Employed (QBSE) features simple invoicing, which helps create professional-style invoices for use in billing your clients.

As mentioned by GeorgiaC, able to import invoices in QBSE is not an option. For the meantime, you'll need to enter each invoice manually. We're always looking for ways to improve QBSE, so we appreciate you sharing your ideas. Rest assured, I'll share your comments with our Product Development Team so they may consider this for future upgrades.

To know more on how Invoice feature works in QuickBooks Self-Employed, you can check this article: Create an invoice in QuickBooks Self-Employed.

If you're unsure about committing to a new version of QuickBooks, you can test out the products for 30 days. Just go to this link https://quickbooks.intuit.com/uk/pricing/ and select Free one month trial.

If there's anything else I can help you with in managing your QuickBooks account, please let me know by commenting below. I'm more than happy to further assist you.