I am here to assist you with your concern in importing invoices and to make sure your invoice setting is correct in QuickBooks Online (QBO), @shifra1.
The memo field in the import template matches the message in the statement field of the transaction. Verify this by reviewing transactions by date and ensuring that the memo field content matches the customer field.
Meanwhile, when importing a CSV file, remember to check the format. The memo field that turns up in the statement box on the edit invoice setting is still unavailable. For now, we can upload them manually.
I recommend submitting your suggestion for this functionality to our product engineers. It'll help us better understand users' needs and improve their experience. Here's how:
- Select Settings, then Feedback.
- Enter your comments or product suggestions.
- Then select Next to submit feedback.
Moreover, to learn more about how to import multiple invoices and import a list in the CSV format, you need to install the QuickBooks Import Excel and CSV toolkit to QuickBooks Online:
Feel free to contact us if you have any questions about importing invoices. We're here to help.
