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September 25, 2018
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Importing invoices to QBO

  • September 25, 2018
  • 1 reply
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Try to import invoices from another software. I have completed all the sample invoice CSV and all information are where they should be. The import is looking as successful AND each customers have each relevant invoices attached to their account. However the invoices are no where to be shown within the invoices field. Is that something normal? 

Best answer by EdwardR

I am using QBO which is short for QuickBooks Online I have seen. Are those messages private. 


So on the last page of the upload process it should advise on what has been created to add the Invoices/Bills what did it show upon upload? You can also view the Audit Log of your account by going to the Cog Wheel in the top right corner of your dashboard this may be able to show you where the newly added Invoices are located.

1 reply

September 25, 2018

Hello Bipouet_fr,

 

Welcome to Community.

 

Really sorry to hear of the troubles you are having trying to import your invoices into QuickBooks Online. Can I please confirm which program you are using to import your Invoices are you using the Invoice and Bill Import QuickBooks Labs add on or are you using another Third Party App from the app section of QuickBooks Online?

 

Thanks.

 

September 25, 2018

I have uploaded all invoices and data to the CSV sample template. I have not been using any app or third party company to do so. 

From the Sample invoice csv. I clicked in import invoices and followed the instruction on screen. The customers do have the invoices to their name with all correct information related to them. BUT the invoices tab is showing empty. I have tried to hook up with a third party to see if I could extract the invoices anyway. But it is not visible either and even worst I do not have any of the transactions reported the each customers unlike on QBO

September 25, 2018

Could I please confirm which version of QuickBooks you are using whether this is the Desktop product or our QuickBooks Online product?

 

Can you please send some screenshots of where you uploaded your Invoices please so I can try and help you further.

 

Thanks,