Skip to main content
G
Gump
June 18, 2022
Question

Invoice Upload - set payment method

  • June 18, 2022
  • 2 replies
  • 0 views

I upload several invoices (over 100), and want to be able to set the payment method for the invoices in the upload.  I allow some to pay via credit card, but set most to nap transfer.  Is there a way for me to do this without having to edit every invoice?

 

 

2 replies

M
Mich_S
June 18, 2022

I'd like to share insights about modifying payment methods on uploaded invoices, @Gump.

 

Currently, the option to batch edit the payment methods on the invoices you imported is unavailable in QuickBooks Online. If you change them on one invoice, this will only affect the invoice you change and won’t affect any other invoices. You'd have to manually do it by selecting the designated payment option per invoice.

 

 

For future reference, you can review this module to know more about handling sales forms in QBO: Customize invoices, sales receipts, and estimates in QuickBooks Online.

 

Keep us updated by leaving a reply to this thread. We're always here to back you up. Have a good one!

 

Fiat Lux - ASIA
Fiat Lux - ASIA
June 19, 2022

@Gump 

Prepare your Invoice data with the following template

RefNumberCustomerTxnDateDueDateShipDateShipMethodNameTrackingNumSalesTermLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailBillEmailCcBillEmailBccCurrencyExchangeRateDepositToBePrintedToBeEmailedAllowIPNPaymentAllowOnlineCreditCardPaymentAllowOnlineACHPaymentShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y MP3 PlayerBlue MP3 Player255  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Leather CaseLeather Case210  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Gift CardsGift Cards25  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y HandheldsPortable Game Player1100  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y Software1 Year Warranty125  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y Extended Warranty1 Year Extended Warranty15  TAX
103Lisa Smith01/10/2020    Net 30  19 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256  We appreciate your business!     0NYNNY        Gift Certificate$50 Gift Certificate150  NON

 

then utilize an importer tool

https://transactionpro.grsm.io/qbo

 

    G
    GumpAuthor
    June 19, 2022

    Thank you

    Terms & ConditionsAccessibility statement