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Rachel Fetterman
Sep 1, 2021 7:19 PM UTC
Solved

What version of Quick Books Desktop is required

What version of Quick Books desktop is needed to import batch invoices from an excel spreadsheet?  if an app is needed what is the best app to use ?

Alex MAnswer
Sep 2, 2021 12:53 AM UTC

Hi there Shaunne,

 

It's important that you're able to enter all of your transactions correctly in your QuickBooks Desktop so that your books are well balanced. QuickBooks Desktop has the ability to import transactions and lists in order for you to be able to enter multiple transactions at once. I can provide some information about importing transactions into QuickBooks Desktop.

 

Any version of QuickBooks Desktop is able to import information such as lists or transactions. I recommend reading this article about Import and export lists and transactions in QuickBooks Desktop. There are sections about the various processes that you can use to import different types of data into your books, such as Excel, CSV and IIF files.

 

If you have any other questions, feel free to reach out here.

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4 replies

Alex MAnswer
Sep 2, 2021 12:53 AM UTC

Hi there Shaunne,

 

It's important that you're able to enter all of your transactions correctly in your QuickBooks Desktop so that your books are well balanced. QuickBooks Desktop has the ability to import transactions and lists in order for you to be able to enter multiple transactions at once. I can provide some information about importing transactions into QuickBooks Desktop.

 

Any version of QuickBooks Desktop is able to import information such as lists or transactions. I recommend reading this article about Import and export lists and transactions in QuickBooks Desktop. There are sections about the various processes that you can use to import different types of data into your books, such as Excel, CSV and IIF files.

 

If you have any other questions, feel free to reach out here.

Fiat Lux - ASIA
Fiat Lux - ASIA
Sep 2, 2021 2:54 AM UTC

@Rachel Fetterman 

You can purchase any QB Desktop edition with a one time license.

 

Prepare your Invoice data with the following template

CustomerTransaction DateRefNumberPO NumberTermsClassTemplate NameTo Be PrintedShip DateBillTo Line1BillTo Line2BillTo Line3BillTo Line4BillTo CityBillTo StateBillTo PostalCodeBillTo CountryShipTo Line1ShipTo Line2ShipTo Line3ShipTo Line4ShipTo CityShipTo StateShipTo PostalCodeShipTo CountryPhoneFaxEmailContact NameFirst NameLast NameRepDue DateShip MethodCustomer MessageMemoCust. Tax CodeItemQuantityDescriptionPriceIs PendingItem Line ClassService DateFOBCustomer Acct NoSales Tax ItemTo Be E-MailedOtherOther1Other2Unit of MeasureAR AccountCurrencyExchange RateSales Tax Code
Anne's Bakery01/09/2020100    Y15/09/2020Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA(123) 456-7890          NonCabinets10Cabinets1000              Non
Anne's Bakery01/09/2020100    Y15/09/2020Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA(123) 456-7890          NonHardware10Hardware50              Non
John's Barber Shope02/09/2020101    Y15/09/2020John's Barber Shope1 Main Street  AnytownNY12345USAJohn's Barber Shope1 Main Street  AnytownNY12345USA(999) 888-8888          NonBlueprints1Blueprints500              Non
Main St Bank03/09/2020102    N16/09/2020Main St Bank1 State Street  AnytownNY12345USAMain St Bank1 State Street  AnytownNY12345USA(888) 888-8888          NonDoor1Door300              Non
Main St Bank03/09/2020102    N16/09/2020Main St Bank1 State Street  AnytownNY12345USAMain St Bank1 State Street  AnytownNY12345USA(888) 888-8888          NonHandles1Handle10              Non

 

then utilize one of these importer tools

https://transactionpro.grsm.io/qbd

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

 

Rachel FettermanAuthor
Sep 2, 2021 12:50 PM UTC

Thank you for your response.  This is where my confusion comes in with all the reading of online QB articles, if I needed an actual converter.

Nick K
Sep 2, 2021 9:33 PM UTC

Hi Shaunne.

 

Allow me to help clarify some of the confusion about the community articles so we can get you back to business.  When importing invoices into QuickBooks Desktop you don't need a third party converter to do so. All the steps in the article can be done using IIF, Excel and QuickBooks itself. All you would need is to follow the steps and you'll be good to go.

 

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

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