If you are looking for a fast an easy way to import invoices into QuickBooks Online, if you haven’t already, take a free trial of our Transaction Pro Importer App.
Some of the most common use case scenarios for an invoice import are listed below:
- Importing Invoice transactions from another maybe industry specific invoicing application.
- Importing invoice transactions from a point of sale system
- Importing Monthly or Daily Activity from another Accounting System.
Tips and Tricks when creating your Import file and Transaction Pro Importer mapping:
- Each line of the same invoice should have the same value on every line and map that column to the QuickBooks field, RefNumber, on the Transaction Pro Importer mapping screen.
- If you do not have a column for one of these invoice consider using a default value which will be used on every line in the import file.
- If you are using jobs under customers or sub-items be sure to include the entire Parent and Child from the list and separate the segments with a colon (eg customer;job or item:subitem).
- If your invoicing solution uses a customer number instead of a customer name you can store the matching number in the Exemption Details field on the QuickBooks Online customer screen and then enable the Transaction Pro Importer option to lookup the customer name based upon what is the Exemption Details field
- Custom fields in turned on in QuickBooks Online preferences will be displayed at the bottom of the Transaction Pro Importer mapping screen.
Below is a screen shot showing all the fields available for import on a invoice in Transaction Pro Importer. You can also find a direct link to this field description document here.
Below is a screen shot of an actual Invoice entry screen from QuickBooks Online with all the Transaction Pro Importer field names noted.
Any questions or comments on how to import Invoices into QuickBooks Online feel free to post them below.