Account management
You can manually add the email column to your Excel file before uploading it to QuickBooks Online (QBO), Felipe.
Once the email column is in the file, QBO will automatically detect it during the mapping.
Here's how to import your invoices:
- Select the Gear icon, then Import data.
- Choose Invoices as the record type and hit Import.
- Click on Upload a file to import data, then Upload.
- If there are customers not yet in your QuickBooks list, check the Add new customers box.
- Select Browse, find your invoice spreadsheet, then click Next.
- Ensure you have mapped the correct column header for your emails and the rest of the information, then hit Next.
- Click Complete import.
For more information, you may refer to this article: Import multiple invoices at once.
If you have additional questions about uploading invoices, you may reply in this thread. We'll be happy to assist you.
Account management
I appreciate the prompt response, Felipe.
Currently, adding recipient email addresses when uploading invoices using the Spreadsheet Sync tool in QuickBooks Online is unavailable. The sync tool primarily uploads invoice data, but doesn’t support adding email column for invoice recipients.
As a workaround, you’ll need to ensure the customer's profile includes an email address. This way, the email field will automatically populate when creating invoices. After verifying this information, you can import your invoices using the Spreadsheet Sync tool, and QuickBooks Online (QBO) will link the customer's email address to the respective invoice automatically.
Also, you can still continue uploading your invoices as an Excel, as it includes an email function when mapping your imported invoices.
I’ll be sharing this link that offers guidance in importing and recording your templates in QuickBooks:
If there's anything else we can do to help, feel free to click on the Reply button. I’m here to lend a hand.
