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May 2, 2024
Question

I prepared a bunch of invoices in Excel. Now I need to enter the data in QB Online. Can't seem to find the right place to do that.

  • May 2, 2024
  • 1 reply
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1 reply

May 2, 2024

Hello there, rodwalsh.

 

I can share some details and guide you on how to import invoices to QuickBooks Online.

 

You can prepare your own Excel file or spreadsheet to upload your invoices into QuickBooks. But before you do so, make sure that your file is in a .csv format and must have the following columns:

 

  • Invoice number
  • Customer
  • Invoice date
  • Due date
  • Item amount

 

Once you're ready, you can follow these steps to import your invoices:

 

  1. Log in to your QuickBooks Online account.
  2. Go to the Gear ⚙ icon, then Import data.
  3. Select Invoices.
  4. Tick the checkbox Add new customers to QuickBooks if you need to add non-existing customers.
  5. Click on Browse and then find and select the spreadsheet of your invoices.
  6. Then, hit Next.

 

Additionally, if your invoices have several line items, ensure they include the invoice number, customer, invoice date, and so on. Also, make sure to enter any new vendors, customers, or products in QuickBooks before importing your spreadsheet.

 

For the complete steps for uploading invoices to QuickBooks, you can check out this article: Import multiple invoices at once in QuickBooks Online.

 

I've also added this resource as a future reference: Record invoice payments in QuickBooks Online.

 

Let me know in the comment section if you still have follow-up questions or have other invoice-related concerns. I'll be happy to help.