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Mar 25, 2023 5:09 PM UTC
Question

transfer invoices from courier exchange to QB error

I cannot import my invoices from courier exchange to quick books just saying error its letting me add the contacts from courier exchange but not invoices 

1 reply

Mar 25, 2023 6:19 PM UTC

Welcome to the Community, @jay t courier.

 

I'll provide details on how importing data works in QuickBooks Online (QBO).

 

Importing and exporting.IIF files in QBO are easy and the system formats the file for you. However, adapting data from another program is technically complicated because you can only import a certain number of list items and transactions. I recommend contacting Courier exchange to review tagging of your invoices to help you with this.


You can also check this article for more details: Import multiple invoices at once in QuickBooks Online.

 

Additionally, I'm including this article to serve as your reference when importing your templates in QuickBooks: Import custom form styles for invoices or estimates. On the same link, you'll find invoice samples as well as steps to fix uploading issues.


Don't hesitate to leave a comment below if you have additional questions about importing invoices. I'd be around to help you out. Have a good one.