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Jo505
February 28, 2020
Solved

Importing Invoices Error

  • February 28, 2020
  • 1 reply
  • 0 views

Hi,

 

I use QBO in the UK. 

 

Everyday I manually type the previous days invoices and have decided to try importing to save time.

 

However, the first time I tried to import I had the following message (pic 1 below) 'Item/product invalid' I was a bit confused the product is already on QB so I didn't want to enable 'add new products/services' and have a duplicate. I had a look at the current products/services on the account and I can see that they're all there. Anyway I couldn't figure out why the message was there so I gave up and selected 'Add new products/services' (I saw that I could merge them at a later date).

 

I tried to import the invoices again, I got further than the previous time but the results (pic 2) clearly show that there's a problem as none of the invoices were added and it couldn't add an item.

 

I really don't know what to do, does anyone have any ideas?!

 

Many thanks

Best answer by Ashleigh1

Hello Jo505, 

 

Thanks for them screenshots so in your Quickbooks it is a subcategory as you have Labour and then Labour again. 

 

On your excel document you need to put Labour:Labour and for the material ones you would need to do Labour:Material this will then import the invoices for you. 

 

Let us know how you get on but you shouldn't have any issues though. 

1 reply

A
Ashleigh1
February 28, 2020

Hello Jo505, 

 

Thanks for reaching out to us on the Community page, 

 

On your categories have you by any chance done them as a sub-category if so you would need to put the name of what what that sub-category is on the excel document and then import them back in. 

 

Let us know how you get on. 

J
Jo505Author
February 28, 2020

Hi Ashleigh,

 

I don't think I have set them as sub-categories, I've attached a document showing the categories I have set and also the import file (although I've blanked the customer name and monetary values). Is there anything that looks obviously wrong?!

 

Many thanks

 

A
Ashleigh1Answer
February 28, 2020

Hello Jo505, 

 

Thanks for them screenshots so in your Quickbooks it is a subcategory as you have Labour and then Labour again. 

 

On your excel document you need to put Labour:Labour and for the material ones you would need to do Labour:Material this will then import the invoices for you. 

 

Let us know how you get on but you shouldn't have any issues though. 

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