We want to use a CSV file to import invoices from a third party. However the CSV file uses customer ID not customer name. However can we do this import

If your CSV file includes customer IDs rather than names, @Con24, you can add a customer names column to ensure successful import into QuickBooks Online (QBO). This step is crucial for smooth processing and correct invoice matching. Let me guide you through the process.

In the meantime, if you have already entered Customer IDs in the customers' profile in QBO, you can export a Customer Contact List report with an additional column for those Customer IDs. It will help you maintain organized and accessible records.

Here's how:

1. Go to Reports.
2. Under the Sales and Customers section, select Customer Contact List.
3. To add, remove, or reorder the columns, click Columns.
4. Add your desired columns.
5. Under the More actions dropdown, you can select Export to Excel.

With this, you cross-reference the information to add columns for the customer names and create a CSV file with the correct data that QBO requires in importing invoices.

Moving forward, if your third-party app is compatible, integrating it with QBO can streamline importing your invoices.

I'll provide this article as a reference to help you import your invoices into QuickBooks Online (QBO), ensuring you include the necessary columns for a successful import: Import multiple invoices at once in QuickBooks Online.

Additionally, this article can help manage your invoice payments in QuickBooks Online, such as recording full and partial payments, editing or deleting payments, dealing with overpayments as tips, and handling credits: Record invoice payments in QuickBooks.

If you have any more questions about importing your CSV file, please don't hesitate to reach out. I'm here to help you with anything you need.