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PGVicky
April 6, 2020
Solved

Importing invoices from Excel

  • April 6, 2020
  • 2 replies
  • 0 views

Hello. I'm new to quickbooks and I'm having trouble importing from excel. I need to put a message on the invoices but for some reason the information is being put in the 'show on statement'box so it is not showing on the invoices. I am using the sample spreadsheet and putting the message I need shown in the memo column as instructed. I have even tried importing the actual sample data but the same thing happens. Any ideas what could be wrong? Thanks

Best answer by Fiat Lux - ASIA

Can someone please try importing the sample data which is given in the instructions? The Memo column goes into the 'message on statement'box. It's not something I am doing wrong, I think it is an error with the software. If someone could check though, that'd be great.


@PGVicky 

Utilize the trial period of this 3rd party importer tool. Did you see any difference?

https://transactionpro.grsm.io/qbo

 

The template seperates memo/message and private note

BillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailBillEmailCcBillEmailBccCurrencyExchangeRateDepositToBePrintedToBeEmailedAllowIPNPaymentAllowOnlineCreditCardPaymentAllowOnlineACHPaymentShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order![email address removed][email address removed], [email address removed]   0NYNNY12Shipping 0.02  Y MP3 PlayerBlue MP3 Player255  TAX
 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order![email address removed][email address removed], [email address removed]   0NYNNY12Shipping 0.02  Y Leather CaseLeather Case210  TAX
 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order![email address removed][email address removed], [email address removed]   0NYNNY12Shipping 0.02  Y Gift CardsGift Cards25  TAX

2 replies

C
Catherine_B
April 7, 2020

We have a few updates, PGVicky. 

 

Memos on the imported Invoices will show on the Message on statement field. We may want to enter our memo manually once they are imported. I'll surely send this feedback to our engineers and have the option to also enter a Memo on the Message on invoice box. 

 

You can check out these article for more details on how to manage invoices: 

I'll be here if you have further questions. Take care!

P
PGVickyAuthor
April 7, 2020

Why does the sample invoice that shows you what information can be imported from excel, show the memo data in the invoice message box? 

Rose-A
Rose-A
April 7, 2020

Hey there, PGVicky.

 

I'd be glad to help you import your invoice template in QuickBooks Online. Before importing your invoice template, ensure that your excel spreadsheets are ready and in a format that is accepted by QuickBooks. 

 

To ensure the message field will not show on the statement box, you may need to review your template mapping before importing into QuickBooks.

 

You can check this link in checking and ensuring your invoice fields are mapped correctly: Download instructions & samples.

 

Also, I'm including this article to sere as your guide when importing your templates in QuickBooks: Import custom form styles for invoices or estimates.

 

You can always get back to me if you have any other importing concerns. I'll stick around to help you out.

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shifra1
July 4, 2024

Hi has this been resolved yet

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payment after leaving
July 4, 2024

Hi shifra1 Once you have imported the invoices into QuickBooks you would have to manually add the message to the memo section as the information is input into the message displayed on statement field. I appreciate that this has been the case for quite sometime and that the information on the preview what's required section states otherwise. I will certainly submit the feedback from previous posts to our developers and hopefully they will be able to update the import invoices function.

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