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T
TanyaDash
October 4, 2021
Question

QB Online invoice sync

  • October 4, 2021
  • 1 reply
  • 0 views

The client I work for uses an outside system for invoicing (FileMaker). I am attempting to having invoices sync from that system into Quickbooks Online. I am wondering if I am able to also sync COGS and Inventory line items? For instance, he sells labour and parts. Each invoices should show:

Sales of Labour CR

COGS Labour DR

Work In Process Labour CR

Sales of Parts CR

COGS Parts DR

Inventory - Parts CR

 

Is it possible to import an invoice like that or can it only import the sale line items? I have used another version of QB where invoices were imported by an excel file and was able to import a lot of detail such as COGS and Inventory line items.

 

Thanks!

1 reply

N
Nick K
October 5, 2021

Hi TanyaDash.

 

Importing information into your company is one of the ways QuickBooks Online helps you save time. I'd be happy to help go over what you can import into QuickBooks Online.

 

In order to move information into QuickBooks Online it'd need to be in an XLS or CSV format. Using these formats you can import the following information:
 

  • Bank Data
  • Customers
  • Suppliers
  • Chart of Accounts
  • Products and Services
  • Invoices
  • Bills
  • Journal Entries

Here is a great article complete with links on how to import the previously stated information and answer commonly asked questions regarding importing. 

 

If you wish to import more information than stated I recommend looking into a third party app to import the information in QuickBooks Online. You can access our apps page directly from your QuickBooks Online account by clicking Apps on the left hand side. 

 

If you have any questions let us know and we'd be happy to help!

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