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ddx1705-gmail-co
March 13, 2022
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My customer has a self billing arrangement. How can I upload these into quickbooks to account for the VAT?

  • March 13, 2022
  • 2 replies
  • 0 views
Hopefully I don't need to replicate the information on their sales invoice on the invoice template in quickbooks?
Best answer by paul72
@ddx1705-gmail-co wrote:
Hopefully I don't need to replicate the information on their sales invoice on the invoice template in quickbooks?

 

 

Hi @ddx1705-gmail-co 

If it's just the odd one or two self-bills then it will be quicker to simply replicate as an Invoice in QBO.

Attach a copy of the self-bill to the Invoice so you can go back to the self-bill if necessary.

 

The Import facility in QBO is not suitable for this (unless the customer supplies the self-bill in csv/xsl format & it can be easily mapped to the format QBO expects).

 

Hope this helps.

2 replies

DivinaMercy_N
DivinaMercy_N
March 13, 2022

Hi there, @ddx1705-gmail-co.

 

I just got here the steps to ensure you'll be able to upload your customer's self-billing arrangement in QuickBooks Online (QBO).

 

In QBO, you can easily import sales invoices via the Import Data feature. I'd be happy to guide you how:

 

  1. First, prepare a copy of the self-billing arrangement in a CSV file format. 
  2. Once done, open your QBO account and go to the Gear icon.
  3. Next, select the Import Data option.
  4. Then, choose Invoices.
  5. On the Import invoice page, click the Browse button and select the spreadsheet of your invoice.

 

You'll also want to check the invoice import guide to further help you in uploading the sales form. 

 

In case you want to modify and personalise your invoice form in QBO, you can easily customise the template you use. With this, you'll be allowed to add and remove information you need and don't need. 

 

I got you covered if you have any other queries about uploading the self-billing arrangement of your customers in QBO. Feel free to add a comment below to notify me of your response. Have a great week ahead. 

paul72
paul72Answer
March 16, 2022
@ddx1705-gmail-co wrote:
Hopefully I don't need to replicate the information on their sales invoice on the invoice template in quickbooks?

 

 

Hi @ddx1705-gmail-co 

If it's just the odd one or two self-bills then it will be quicker to simply replicate as an Invoice in QBO.

Attach a copy of the self-bill to the Invoice so you can go back to the self-bill if necessary.

 

The Import facility in QBO is not suitable for this (unless the customer supplies the self-bill in csv/xsl format & it can be easily mapped to the format QBO expects).

 

Hope this helps.

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