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January 30, 2022
Question

I have invoices raised and paid by customers before I subscribed to QB that I want to upload to QB. How do I do this?

  • January 30, 2022
  • 1 reply
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1 reply

MaryLandT
January 30, 2022

Let me help you import invoices to your QuickBooks account, colin-1066medica.

 

You can only upload past and present invoices. Hence, make sure to check your spreadsheet before proceeding.

 

You can map each of your column headings to the invoice fields during the import. Take a look at what's required to import invoices. Or you download this sample spreadsheet.

 

Then, you can start uploading invoices. Here's how:

 

  1. Go to Settings ⚙ and select Import data.
  2. Select Invoices.
  3. (Optional) Under the Browse button, you can select the checkboxes to add new customers, products, and services that don't already exist in QuickBooks.
  4. Click Browse and then find and select the spreadsheet of your invoices, then Next.
  5. Map fields and VAT codes.
  6. Once you’re done, click OK.
  7. If some invoices fail to import, note why then select Done.

 

If you have prepared the CSV by following the steps but are unable to import the file, it may be due to a corrupted file error. To fix this, copy all the data into a new CSV file, save it to overwrite the potentially corrupted, and try to import it again.

 

If your spreadsheet has new products or services it can be edited after importing.

 

Let me know if there's anything else you need by commenting below. I'm always right here to help you.