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P4NCH
Dec 14, 2020 2:42 PM UTC
Question

How to bulk assign a payment (with date) to an invoice via spreadsheet?

Hi,

 

I've imported a bunch of invoices and had to manually pay each one again (reconcile) after the import.

 

I need to import another two batches, is there away to assign the payment via spreadsheet (i.e separate column with date of payment) before importing invoices?

 

Regards, P4NCH.

1 reply

MaryLurleenM
MaryLurleenM
Dec 14, 2020 7:45 PM UTC

We're unable to automatically link imported invoices with payments, P4NCH.

 

You'll need to receive the payment for each invoice. Or you can download your bank transactions as a CSV file and upload it in QBO. Once done, you can reconcile your bank account to make sure that you're not missing any transaction in the bank register.

 

The steps on how to enter historical transactions are in this article: How to enter historical information.

 

Let me know if you have more questions.

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