From the list, select Invoices or Bills.Click on the edit icon and change Custom Transaction Numbers from Off to On using the check box and select Save.Select Sales tab, navigate to the Sales Form Content.Select the Gear icon at the top, then Account and Settings.To retain invoice numbering in your csv file, please ensure Custom Transaction Numbers is switched ON.When invoices have multiple line items please ensure the first line entry specifies the invoice number, customer, Invoice Date etc, line items 2 onwards, of the same invoice number only require the invoice number as seen in the example csv file, specifically invoice 1001.To import line items with Product Categories, enter the category with a colon separator between the product/service (e.g.When new customers are imported, if no currency is specified QuickBooks assumes the customers home currency is GBP.We recommend that no more than 100 invoices are imported at any one time.VAT codes are mapped so there is no need to change your VAT codes to QuickBooks VAT code formats before importing.If no line item is present QuickBooks will populate this field with a generic item called 'Sales'. Invoices can be imported with multiple line items OR as a total value for each invoice.If your file includes details of customers and/or products, they can be added in QuickBooks automatically, so you don’t have to manually create them. If you’re using spreadsheets to record invoices and wish to start using QuickBooks to track them going forward, you can import them into QuickBooks using our Import your Invoice functionality.īefore you start, make sure that your excel spreadsheets are ready and in a format that is accepted by QuickBooks.
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