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Can I import past paid invoices onto new system, how do you mark them as paid without having to process payments?
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Manage Customers and Income
Hi there, tjconsultants10-.
Thank you for reaching out to the Community. Yes, you can import past paid invoices in the system. However, we're unable to mark paid invoices without receiving payments. To import invoices in QuickBooks Online, you can refer to this article: Import multiple invoices at once.
Also, I am adding additional reference on how to record invoice payment in QuickBooks Online.
Fill me in if you need anything else. I'll be more than happy to help you. Have a lovely day!
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Manage Customers and Income
You may utilize an importer tool to import data as Invoices and Receive Payments.
https://transactionpro.grsm.io/qbo
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Manage Customers and Income
So....am I understanding correctly? I have to go back and manually "receive payment" for the 1,064 invoices that I need to import going back to 2017?
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Manage Customers and Income
Thanks for following this thread, mamaheather2020. I'm here to share additional information about importing in QuickBooks Online.
When importing invoices into the system, this will not include the payments. You'll have to record them manually to close the invoices.
To receive payments:
- Click on the + New button at the top of the left menu bar.
- Select Receive payment.
- Enter the necessary required fields.
- Click on Save, or Save and close.
You can check this reference for additional details: Record invoice payments in QuickBooks Online.
Need help personalising your invoices? Here's a link for guidance: Customise invoices, quotes, or sales receipts in QBO.
You can always get back to this thread if you have other questions. I'll be glad to lend a hand.
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Manage Customers and Income
You can export your Invoices data to XLS and modify them as Receive Payments data with the following template
| RefNumber | TxnDate | PaymentRefNumber | Customer | PaymentMethod | DepositToAccount | InvoiceApplyTo | LineAmount | PrivateNote | Currency | ExchangeRate |
| 1 | 28/11/2020 | 50245 | Janice Johnson | Check | Checking | 101 | 100.00 | |||
| 2 | 28/11/2020 | 4908 | Leonard Walker Inc | Check | Checking | 102 | 138.78 | |||
| 3 | 28/11/2020 | 4908 | Lisa Smith | Check | Checking | 103 | 126.50 |
then utilize an importer tool to proceed
https://get.transactionpro.com/qbo
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Manage Customers and Income
Is there still no resolution for this issue years later?
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Manage Customers and Income
Hello there,
Currently, we can import past paid invoices into QuickBooks Online. However, you'll have to receive payments for each invoice manually.
As a workaround, you can batch-record invoice payments for specific customers. I'll show you how:
- Go to Sales and select Invoices.
- Choose an invoice of a customer and click Receive payment.

- On the Receive Payment page, scroll down to the Outstanding Transactions. Look for the imported invoices and put each checkmark on the check box.

- Click Save and Close.

You may visit these links to guide you on how to categorize your transactions and reconcile your account flawlessly:
- Categorise and match online bank transactions in QuickBooks Online.
- Reconcile an account in QuickBooks Online.
The Community always welcomes you for further inquiries about transactions. Have a great day ahead!
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Manage Customers and Income
no import payment options???? That's unacceptable and makes this product worthless to me.
Sorry, But if that is true I will have to find a more usefull product.
I have 2542 invoices to import and need to import all of them so this product will be usefull. you are seriously telling me that I would have to receive each manually? It would take less time and money to add a couple features to the custom application that i have. I signed up to this to help streamline data entry. Based on this ONE fact I can see that this product is not suitable for that!
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Manage Customers and Income
Greetings, @dante2023.
Automating the import of payments in QuickBooks Online can save a significant amount of time and reduce the risk of manual errors,
This feature can be particularly beneficial for businesses that receive a high volume of payments or have complex transactions. Having that said, we can send a request to our product developer. This way, they'll see your suggestion and consider adding it to the next program update.
Follow the steps below:
- Go to the Gear icon.
- Under the Profile column, press the Feedback button.
- Write your product suggestion, then click Next.
Our Product Development team receives your thoughtful comments (QBO) through the feature request link: QuickBooks Online Feature Requests website.
On the other hand, there are several third-party applications available that can help automate this process. These applications can connect to your bank or payment processor, download payment data, and import it into QuickBooks Online. We have available third-party apps that can integrate with QuickBooks Online. You'll want to check the list within your account in the Apps tab and press Find Apps. Then look for apps in the Search bar or browse them in the Browse Categories dropdown. You can also visit directly through this link: QuickBooks Apps store.
Feel free to reach out anytime if you have more questions or need further assistance with QuickBooks Online. Your success is important, and I'm here to help make your financial management as smooth as possible. Wishing you all the best in your business endeavors!
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Manage Customers and Income
You can prepare the Receive Payments data in XLS format and use the 3rd party tool as I mentioned earlier as a workaround.