can you create your own qb template from scratch and upload?
How to Import Invoices into QuickBooks Desktop?
Import Invoice to QuickBooks Desktop
Import bulk/batch invoices from Supported File Formats directly into QuickBooks Desktop using SaasAnt Transactions (Desktop) application - #1 user rated and Intuit trusted bulk data automation tool congenital exclusively for QuickBooks.
SaasAnt Transactions (Desktop) supports QuickBooks Pro, Premier, Enterprise, and Accountant Editions.
Y'all can download the costless trial of the software directly from the SaasAnt Website. Follow this article for detailed installation didactics.
Steps for Importing Invoices to QuickBooks Desktop
Importing invoices to QuickBooks Desktop with SaasAnt Transaction is a breeze with our simplified and powerful Import sorcerer. Only follow a simple iii step process to bulk import your file data to QuickBooks. Y'all can easily import invoices from excel to QuickBooks desktop.
Click the Import button in the Dashboard screen or Import option from the File menu in the menubar to navigate to the File Selection screen of the Import Wizard (Step 1).
To import invoice to QuickBooks with your Excel or CSV file, Follow the below steps
- Step 1- File Pick: Select "QuickBooks Transaction Type" every bit "Invoice". "Select Your File" - Y'all can either click "Browse File" to browse and select the file from the local computer folder or click "Sample Templates" to navigate to SaasAnt sample file locally.
- Step ii - Mapping:Ready the mapping of the file columns corresponding to QuickBooks fields. This step will exist automated for you if yous employ the SaasAnt template file. Download the Sample Template file.
- Step iii - Review & Import: Review your file data in the Review Grid screen and click "Send to QuickBooks" to upload your file information to QuickBooks.
More detailed instructions on the steps are bachelor in this commodity.
Mapping QuickBooks Fields
| Field Name | Format | Description |
|---|---|---|
| Invoice No | Text (Max Length: 11 Characters) | Reference number for the transaction. By default, this value is used only for internal processing by SaasAnt Transactions , and QuickBooks auto-generates a new value. This tin be changed in the import settings. |
| Customer * | Reference Text (Max Length: 41 Characters) | Reference to the customer. Customer reference can exist matched by Full Name, First Name, Company Name, Business relationship NO., Resale NO., Custom Field, Look up (configured via Import Settings) |
| Invoice Date | Date | Appointment of the transaction. |
| Due Engagement | Appointment | Date when the payment of the transaction is due. |
| Terms | Text (Max Length: eleven Characters) | Payment Terms |
| PO No | Reference Text | Purchase Order number |
| | | |
| Send Appointment | Date | Date when the item is shipped. |
| Aircraft Address Line 1 | Text (Max Length: 41 Characters) | First line of the aircraft accost. |
| Shipping Address Line 2 | Text (Max Length: 41 Characters) | 2d line of the shipping address. |
| Shipping Accost Line 3 | Text (Max Length: 41 Characters) | Third line of the shipping accost. |
| Shipping Address Metropolis | Text (Max Length: 31 Characters) | Shipping address - Metropolis |
| Shipping Address State | Text (Max Length: 21 Characters) | Shipping address - State or Province |
| Shipping Address Postal Code | Text (Max Length: 13 Characters) | Shipping accost - Postal Code |
| Aircraft Address Country | Text (Max Length: 41 Characters) | Shipping accost - Country |
| | | |
| Fox | Text (Max Length: 13 Characters) | FOB destination |
| | | |
| Billing Address Line 1 | Text (Max Length: 41 Characters) | Showtime line of the billing address. |
| Billing Address Line ii | Text (Max Length: 41 Characters) | Second line of the billing accost. |
| Billing Address Line 3 | Text (Max Length: 41 Characters) | Third line of the billing accost. |
| Billing Address City | Text (Max Length: 31 Characters) | Billing address - City |
| Billing Address State | Text (Max Length: 21 Characters) | Billing address - Country or Province |
| Billing Address Postal Code | Text (Max Length: thirteen Characters) | Billing accost - Postal Code |
| Billing Address Country | Text (Max Length: 41 Characters) | Billing accost - Country |
| | | |
| Sales Rep | Reference Text | Reference to the SalesRep associated with the transaction |
| Aircraft Method | Reference Text | Reference to the ShipMethod associated with the transaction |
| Print Later | Boolean (True/False) | Print Status |
| Email Subsequently | Boolean (True/Imitation) | Email Condition |
| Memo | Text (Max Length: 4095 Characters) | |
| Client Message | Reference Text | Message to the client from the available list in QuickBooks |
| Class | Reference Text (Max Length: 31 Characters) | Transaction Class |
| | | |
| Product/Service * | Reference Text (Max Length: 31 Characters) | Detail reference from below options. Item Look upwardly Strategies with Import Settings- Full Name, Custom Field, Await upward |
| Product/Service Quantity | Decimal | |
| Product/Service Rate | Decimal | |
| Unit Of Measure out | Reference Text | |
| Product/Service Clarification | Text (Max Length: 4095 Characters) | |
| Product/Service Amount * | Decimal | |
| Product/Service Service Appointment | Date | Date when the service is fulfilled |
| Production/Service Class | Reference Text (Max Length: 31 Characters) | Class reference to this line |
| Product/Service Sales Tax | Reference Text | Sales Tax Code to this line |
| | | |
| Other | Text (Max Length: 29 Characters) | |
| Other i | Text (Max Length: 29 Characters) | |
| Other 2 | Text (Max Length: 29 Characters) | |
| | | |
| Sales Revenue enhancement | Reference Text | Transaction Sales Tax Lawmaking |
| Customer Sales Tax Code | Reference Text | Tax Code corresponding to Transaction |
| Template | Reference Text | Template reference to this Invoice |
| AR Account | Reference Text | Accounts Receivable account reference to this Invoice |
| | | |
| Product/Service Inventory Site | Reference Text | Reference to the Detail Site |
| Production/Service Inventory BIN | Reference Text | Reference to the Detail BIN corresponding to the Site. Should be specified in the Site:BIN format. |
| | | |
| Amount Received | Decimal | |
| Currency | Text | Reference to the Currency in which all amounts on the associated transaction are expressed |
| Exchange Rate | Decimal | Default is ane, applicable if multi-currency is enabled for the company. The number of home currency units it takes to equal one unit of currency specified under Currency |
| | | |
| Tax Inclusive | Boolean (True/False) Applicable only for QuickBooks Canada, United kingdom of great britain and northern ireland versions | Tax adding method. |
All (*) marked fields are mandatory.
Import Settings
A host of powerful customisations for your file data is available with Import Settings. This is bachelor in the Step three: Review & Import screen or directly under "Edit" Menu in the menubar. Some of the very useful settings for transaction includes:
- Observe Matching Transactions in QuickBooks by: Identifier to locate existing transactions in your QuickBooks.
- Action When a Matched Transaction Found: If an existing transaction is found for the above setting identifier so the corresponding action to be taken. You tin choose to Duplicate/ Ignore/ Update/ Append existing transaction in your QuickBooks.
- Pre-Import Validation: Validate the consummate file before importing to QuickBooks. By turning this setting ON, file rows will be imported but after cleaning upward all the issues in file. This option however will delay the import.
More details well-nigh the settings related to Automated creation of Items, Assigning reference number from the file, etc are bachelor in this commodity.
FAQ's
Most of us would take some questions while moving data to your QuickBooks Online. Some of them for your reference below:
- I want to import Invoice into QuickBooks with Invoice Numbers from the File. Is it supported?
Yes. It is supported.
- Will your awarding support Multi Line Transactions?
Yes. It will.Aforementioned Invoice Number needs to be presented in multiple lines to grouping the transactions.
- I made some mistakes in the Import and my QuickBooks reports got corrupted. Is there any way to undo or revert my Import?
It is possible to disengage the import completely/ partially with the Delete feature.
- Does your app support taxes?
Yes. It does.
- I don't want to create products automatically for my invoices. I can't create products before each upload. Is information technology supported?
Yep. It is. You can auto-create unavailable products/ services Or turn this setting off in the import settings.
- My file has some specific date format. I don't want to modify the file. Will your production support all engagement formats?
Yes. You tin can select the specific engagement format as per your requirement in the import settings.
- Do yous have any sample templates?
Yep. We do have. Sample Template
- What are the file types supported by your application?
TXT, CSV, XLS, XLSX etc. Supported File Formats
- How do I study the bug if I am stuck?
Feel free to drop an electronic mail to support@saasant.com
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Source: https://support.saasant.com/support/solutions/articles/14000096932--how-to-import-invoices-into-quickbooks-desktop-
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