You'll want to ensure your file is formatted and mapped accordingly in QuickBooks Online, Al. I'll discuss this further to help you import sales transactions seamlessly.
Beforehand, I would like to ask for more information regarding your concern. Did you encounter an error when attempting to import your sales transactions? It can help us identify the most reliable fix to address this matter.
In the meantime, let's ensure your file follows the appropriate format and is mapped accordingly in QuickBooks. This can be why you're unable to upload your transactions successfully.
Here are the following columns that should be in your spreadsheet:
- Invoice number
- Customer
- Invoice date
- Due date
- Item amount
Please note if you have multiple line items, each line entry should also have the columns mentioned above.
Moreover, when mapping your import files, the columns in your file should match the QuickBooks invoice fields. You can proceed to Step 3 in this article for guidance: Import multiple invoices at once in QuickBooks Online. It also contains the complete importing process for your guidance when your file is ready.
On the other hand, consider scanning this material to fix issues when uploading bank transactions using a CSV file: Common errors for importing bank transactions using CSV in QuickBooks Online.
Furthermore, several reports can help you review your sales and inventory status. To learn which data you can use depending on your specific needs, explore this resource anytime: Use reports to see your sales and inventory status in QuickBooks Online .
We'll be more than willing to help with inquiries about importing sales transactions in QuickBooks Online. Kindly inform through the Reply button below or post directly on the Community page to create another thread.
