A stepwise guide on how to Import Invoices in QuickBooks

QuickBooks brings a wide range of tools and features to make accounting and related business management processes easier. These facilities make it the most favored application among small to medium-sized enterprises. Users generally wonder how to import invoices in QuickBooks. QuickBooks acknowledges its user’s needs and makes it extremely easy. In this article, we will discuss the detailed steps for how to import invoices in QuickBooks.

If you are facing any issues in importing invoices in QuickBooks and you need and expert’s assistance then contact us at our (800)-417-5147.

Why import transaction in QuickBooks

If you have been maintaining the invoices in Excel sheets or other spreadsheets and you have started using QuickBooks recently then you would need to import transactions in QuickBooks. This would help you streamline your transactions and keep all the transactions at the same place.

Key points before doing the Import transactions in QuickBooks Online

There are a few key points that should be done before trying to import transactions in QuickBooks Online. These are as follows:

1. Convert your spreadsheet in the proper format as accepted by QuickBooks before trying to import it.
2. Make sure that the Multi-currency and Product category is supported.
3. Import can be done properly as multiple line items so ensure the formatting.
4. Do not try to import more than 100 invoices at once.
5. Turn on the custom transaction number to maintain the numbering in the CSV file.
6. Use colon separator to import line items with product categories.

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How to Import Invoices in QuickBooks Online

1. The detailed steps to import invoices in QuickBooks Online are as follows:
2. Click on the ‘Gear’ icon in the QuickBooks window.
3. Choose the ‘Import Data’ option.
4. To import the Invoices, click on the ‘Invoices or Bills’ option from the list and then click on the ‘Browse’ option.
5. Select the Excel file that you want to Import then click on ‘Open’ and further ‘Continue’.
6. Then, select the option applicable for QuickBooks.
7. Also, you can map the header of the Excel file in QuickBooks and then select the ‘Next’ button.
8. You can also map the VAT code to QuickBooks.
9. Press the ‘Next’ button.

Make adjustments in the summary of your data if you need to.

These were the detailed steps for how to import invoices in QuickBooks and you should be able to do it. Through this article, we discussed the detailed steps on how to import invoices in QuickBooks. If you are still facing any issues and you need an QuickBooks data services Chat expert’s assistance then contact us at our (800)-417-5147.

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