Yes, you can!
I'm glad to assist you today so you can import your invoices to QuickBooks Online (QBO). Note that you can't import invoices if you set up sales tax in your account.
Before you start, please note the following:
- You can import a maximum of 100 invoices at a time with a 1,000-row limit per spreadsheet.
- You can import invoices with single or multiple line items.
- You can also import a large volume of customers and vendors or products and services.
- You can't add discounts, credit memos, or negative amounts in general.
To start, you can now go ahead and prepare your spreadsheet. You can create your own or download a sample file found in the product that can be found by going to the Gear icon and selecting Import data. Then select Invoices and Download sample csv. Your spreadsheet should be .csv format and have the following columns:
- Invoice number
- Customer
- Invoice date
- Due date
- Item amount
If your invoices have multiple line items, make sure each line entry has an invoice number, customer, invoice date, and so on.
When done, let's upload your spreadsheet:
- Go to the Gear icon and select Import data.
- Select Invoices.
- Select Browse and then find and select the spreadsheet of your invoices. Note that if you have a newly imported customer without setting its proper currency, QuickBooks assumes the currency is USD. If you have multicurrency turned on, you can import invoices in foreign currencies.
- Click on Next.
Once done, let's map your import fields. Click on this article for the continuation of the process with detailed steps: Import multiple invoices at once in QuickBooks Online.
Additionally, QBO gives you the tools to create personalized and professional-looking invoices. To know how, feel free to browse through this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Know that you can always go back here in the thread if you need further assistance with regard to managing your invoices in QuickBooks Online. Take care and have a great day!
