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Sue B3
Mar 17, 2023 3:23 PM UTC
Question

Importing invoices ona daily basis

Is it possible to set up a recurring mapping for importing invoices that have been exported from third party software to an Excel file?  I need to import the Excel file on a daily basis, but don't want to have go through setting up the mapping each time.

3 replies

GeorgiaC
Mar 17, 2023 3:52 PM UTC

Hi Sue B3, thanks for joining the Community - this is not something that QuickBooks supports as there are several third-party applications - we'd recommend checking with the 3rd party if it's possible to edit the format before exporting. 🙇‍♀️

Fiat Lux - ASIA
Fiat Lux - ASIA
Mar 18, 2023 4:30 AM UTC

@Sue B3 

Do you need to export the same invoice data that you import from 3rd party app to XLS? What's the name of the 3rd party app you have?

Sue B3Author
Mar 18, 2023 10:55 AM UTC

The third party is bespoke software that we have created ourselves from Access. Invoices are created and sent within it.   We then export from there to an excel file with all the invoice details to import into QB. This needs to be done on a daily basis. 

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