Thank you for adding more details about the issue, JS2138.
The information you shared gives us a better picture of how you handled your customers’ payments. Let me point you in the right direction about your concern.
As mentioned by my colleagues, the functionality to automatically set EFT payments when importing invoices is unavailable at this time. Aside from that, the columns displayed on invoices are built-in in the online program. Thus, the following columns are the ones you can import:
- Invoice number
- Customer
- Invoice date
- Due date
- Item amount
- Item tax code
In addition to @ Fiat Lux – ASIA answer, I still recommend you let our product engineers know that setting automatic EFT payments for invoices, especially when importing them is beneficial for your company. This saves time because you no longer have to edit each sales transaction and lets you carry out other tasks in QuickBooks Online (QBO).
Here’s how to submit:
- In your company, navigate your mouse to the Gear icon in the upper right and choose Feedback under Profile.
- Next, type your product suggestion in the Feedback window.
- Click Next to send it.
To learn more about the different ways to receive customer payments, click here to view the article. It includes instructions on how to set up payment options directly on the invoice as well as process in-person payments.
We’ve collated resources to ensure users can manage any QuickBooks Payments activities efficiently. The following article contains topics that will guide you on how to handle your customers’ accounts, fix card reader issues, sending of e-invoices, to name a few: QuickBooks Payments FAQ. Make sure to click the title of the write-up to see the full details.
This information should help you move forward today, JS2138.
If you have other customer-related concerns or questions about QuickBooks, click the Reply button and add a comment. I’ll get back to answer them for you. Have a good one.
