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March 2, 2023
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Is there a way to enable bank transfer by default with imported invoices?

  • March 2, 2023
  • 2 replies
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I have bank transfer by ACH enabled. If I manually create an invoice, the option is set. However, if I import invoice data the option is not set, so I have to edit every single invoice.
Best answer by MirriamM

Hi there, @needingananswer.

 

Currently, there is no way to enable bank transfers by default when importing invoices in QuickBooks Online (QBO).

 

We recognize that each company has unique needs, and I can see how the feature you're looking for would benefit and empower your business. I recommend sending this request straight to our product engineers through feedback. It helps us improve the features of the program.

 

To send feedback, follow the below steps:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions. 
  4. Then select Next to submit feedback.

 

To be updated with the recent and upcoming changes for QuickBooks products, visit these sites:

 

 

For future reference, check out this article to learn how to receive invoice payments in QuickBooks Online. 

 

Additionally, I'm attaching our Community link if you need help adding, organizing, and sending invoices: Invoices and payments.

 

Please know that I'm just a reply away if you need any further assistance managing transactions in QBO.

 

2 replies

MirriamMAnswer
March 2, 2023

Hi there, @needingananswer.

 

Currently, there is no way to enable bank transfers by default when importing invoices in QuickBooks Online (QBO).

 

We recognize that each company has unique needs, and I can see how the feature you're looking for would benefit and empower your business. I recommend sending this request straight to our product engineers through feedback. It helps us improve the features of the program.

 

To send feedback, follow the below steps:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions. 
  4. Then select Next to submit feedback.

 

To be updated with the recent and upcoming changes for QuickBooks products, visit these sites:

 

 

For future reference, check out this article to learn how to receive invoice payments in QuickBooks Online. 

 

Additionally, I'm attaching our Community link if you need help adding, organizing, and sending invoices: Invoices and payments.

 

Please know that I'm just a reply away if you need any further assistance managing transactions in QBO.

 

Fiat Lux - ASIA
March 3, 2023

@needingananswer 

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

 

then use an importer tool to proceed

https://get.transactionpro.com/qbo

 

As an additional option, use a backup restore app to lower any risks.

https://partnerwithus.rewind.com/quickbooks