david-levy
Level 1

Hi! Is there any way to put into Quickbooks a CSV file with a list of sales invoices and purchases from another system? Something like the banking tool but for invoices?

 
Anonymous
Not applicable
EmmaM
QuickBooks Team

Transactions

Hello David

 

Welcome to the Community.You can import invoices or bills from a CSV directly into QuickBooks Online.To do this go to the cog in the top right>import data>invoices(for example) then browse to the CSV(there is a sample that shows what columns are needed which you can look at) and then upload it.You can then do the same process for bills it is just a case of creating a separate CSV.

 

Emma

 

 

david-levy
Level 1

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Brilliant!

Thank you so much!

david-levy
Level 1

Transactions

Thank you!

david-levy
Level 1

Transactions

Thank you!!