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dragcity
November 2, 2023
Question

importing data (invoices and credit notes)

  • November 2, 2023
  • 1 reply
  • 0 views

Is there a way to automatically get the Product/Service description when importing invoices or credit notes using a template? I've been using this method but every time the invoice or credit note is created, it only shows the Product/Service but not the description. I have to add them manually, which take s along time.

1 reply

K
Kevin_C
November 2, 2023

Yes, there's a way, @dragcity. Thanks for visiting the Community today. We're happy to help you with your concern regarding importing invoices and credit notes with item descriptions.

 

We can simply add an ItemDescription column to your CSV template so it will automatically populate your invoices and credit note transactions after importing them. Let me walk you through the process:

 

  1. Open your .CSV template, add the ItemDescription column, and enter the product/service item's description.
  2. Map column headings and make sure your spreadsheet’s column headers match with the QuickBooks fields.
  3. Review your credit notes and invoices if it is showing up correctly.

 

For your reference with uploading your invoices and credit notes into QBO, please visit these articles:

 

 

Additionally, you'll want to create attractive and professional-looking invoices in QuickBooks Online. With this, you can personalize and add specific info that matters most to your business. To know more about this process, you can check out this article: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

You can always count on us if you need further help with importing your sales transactions in QBO. We're just around to provide immediate assistance again. Have a great day ahead, @dragcity!

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dragcityAuthor
November 3, 2023

Still not working. I don't understand why when importing, the Description remains blank. I want it to automatically fetch that information from the Product/Service database that's already in QB but somehow it's not happening, although it's fetching the Item/Service code information. See image attached. 

 

G
GeorgiaC
November 3, 2023

Hi dragcity, thanks for getting back to us here. The required mapped fields will only pull data from the CSV file, not the existing database in QuickBooks. This means if the field is left blank, no description will be entered. We appreciate it would be helpful to have the option to fetch data and recommend submitting feedback via the in-product tool (settings wheel > feedback) so that this can be reviewed by our developers. 

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