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spookiebabe
Aug 14, 2018 4:57 AM UTC
Solved

importing invoices into quickbooks

I understand that I can now import invoices using a csv file - has anyone done this yet and how have you found it.  Also is there a video tutorial available?

    AlcaeusF
    AlcaeusFAnswer
    Oct 12, 2018 11:37 PM UTC

    This feature is not shown on my version of QB online.  I don't see how to import invoices, since invoices is not an option.  Do I need to upgrade for this?


    Welcome aboard to the QuickBooks Community, dlande.

     

    I'm here to help show the invoice option when importing data.

     

    You're only able to see this option if you're using the UK version of QuickBooks Online. You can check this article for more information about this feature.

     

    Importing Your Invoices (UK)

     

    If you're using the right version and you're unable to see the option, please give us a call. You can reach us through these steps:

     

    https://quickbooks.intuit.com/uk/contact

     

    Let me know if you need more help with importing invoice transactions. I'll be here to help.

    View in thread

    26 replies

    JamesDuanT
    Aug 14, 2018 7:04 AM UTC

    Hello spookiebabe,

     

    In QuickBooks Online, we can directly import bank transactions and lists only. To successfully import your invoices, you'll need a third party application that can integrate with QuickBooks Online. You can check out this page for third party applications that will help us import your invoices: https://apps.intuit.com/category/document-management?locale=en-GB.

     

    Feel free to drop any information if you need further help.

    spookiebabeAuthor
    Aug 14, 2018 7:14 AM UTC

    Thank you James but I understand that if I upgrade to Quickbooks plus there is a new facility to allow me to do this by going to Quickbooks labs and I have been sent a link about the issue.  As I am new to Quickbooks I just wondered if anyone had used it yet as I am a bit wary of how it will work and need to get a csv in the correct format.  Obviously, I don't want to upgrade if I will not be able to upload the invoices correctly as the whole idea is to try and save time as we do have a lot of sales to upload on a daily basis.

     

     

    EdwardR
    Aug 14, 2018 7:27 AM UTC

    Hi spookiebabe,

     

    Here is the link for the video which is available through the labs section to demonstrate Invoice and Bill Import the feature I hope this helps!

     

    https://www.youtube.com/watch?time_continue=2&v=azIhqh4LRzU

     

    Please let me know if there is anything else we can help you with. :)

     

     

     

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