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March 6, 2024
Question

Hello, Can anyone tell me which import tool is best to import invoices? I need a work around due to the Sales Tax issue in QBO, it doesn't allow me to import invoices

  • March 6, 2024
  • 1 reply
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1 reply

March 6, 2024

Prepare your Invoices 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

 

then use this importer tool

https://get.transactionpro.com/qbo

 

March 6, 2024

Hello there, cari. I understand the importance of importing invoices in QuickBooks Online (QBO).

 

No worries, I'm here to help you search for a third-party application that you can utilize in uploading the transactions.

 

In this kind of situation, we're unable to recommend a specific tool that you can use in importing invoices. However, you can visit our QuickBooks Online App Store website to look for the one that suits your needs.

 

Aside from that, you can also find the app that you want to sync into your QuickBooks account.

 

Here's how:

 

  1. On the left panel, look for the Apps in the left menu.
  2. Choose the Find apps tab. 
  3. Enter the app's name in the search bar or select the Browse category dropdown menu for you to check out the app.

 

Alternatively, you can also refer to 4Gal's suggestion.

 

Once everything's settled, here's an article you can browse through on how to receive the payments when your customer plans to pay you in the future: Record Invoice Payments in QuickBooks Online.

 

If you need further assistance managing your invoices or anything else about QuickBooks, feel free to let us know by dropping a comment below. Please know that we're always here at any time. Stay safe!