How To Copy A Qb Template Between Companies

How to Import Invoices into QuickBooks Desktop?

Modified on: Midweek, 10 February, 2021 at one:32 PM

Import Invoice to QuickBooks Desktop

Import majority/batch invoices from Supported File Formats directly into QuickBooks Desktop using SaasAnt Transactions (Desktop) application - #one user rated and Intuit trusted bulk data automation tool built exclusively for QuickBooks.

SaasAnt Transactions (Desktop) supports QuickBooks Pro, Premier, Enterprise, and Accountant Editions.

You can download the free trial of the software straight from the SaasAnt Website. Follow this article for detailed installation pedagogy.

Steps for Importing Invoices to QuickBooks Desktop

Importing invoices to QuickBooks Desktop with SaasAnt Transaction is a cakewalk with our simplified and powerful Import wizard. Simply follow a simple iii step process to bulk import your file information to QuickBooks. You 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 Pick screen of the Import Magician (Step 1).

To import invoice to QuickBooks with your Excel or CSV file, Follow the below steps

Step ane- File Choice: Select "QuickBooks Transaction Type" as "Invoice". "Select Your File" - Y'all can either click "Browse File" to browse and select the file from the local estimator folder or click "Sample Templates" to navigate to SaasAnt sample file locally.
Footstep 2 - Mapping:Set upwards the mapping of the file columns respective to QuickBooks fields. This footstep will exist automated for you if y'all utilize the SaasAnt template file. Download the Sample Template file.
Stride iii - Review & Import: Review your file data in the Review Grid screen and click "Send to QuickBooks" to upload your file data to QuickBooks.

More detailed instructions on the steps are available in this article.

bulk import invoices into quickbooks desktop

Mapping QuickBooks Fields

Field Proper noun	Format	Description
Invoice No	Text (Max Length: 11 Characters)	Reference number for the transaction. Past default, this value is used but for internal processing by SaasAnt Transactions , and QuickBooks auto-generates a new value. This can be changed in the import settings.
Customer *	Reference Text (Max Length: 41 Characters)	Reference to the customer. Customer reference tin can be matched by Full Name, First Name, Company Proper noun, Account NO., Resale NO., Custom Field, Expect up (configured via Import Settings)
Invoice Appointment	Date	Date of the transaction.
Due Appointment	Date	Engagement when the payment of the transaction is due.
Terms	Text (Max Length: 11 Characters)	Payment Terms
PO No	Reference Text	Purchase Lodge number

Send Appointment	Date	Appointment when the item is shipped.
Shipping Address Line 1	Text (Max Length: 41 Characters)	Beginning line of the shipping address.
Aircraft Address Line 2	Text (Max Length: 41 Characters)	Second line of the shipping address.
Shipping Address Line 3	Text (Max Length: 41 Characters)	Third line of the shipping address.
Aircraft Address City	Text (Max Length: 31 Characters)	Shipping address - Metropolis
Shipping Address Country	Text (Max Length: 21 Characters)	Shipping address - State or Province
Shipping Address Postal Lawmaking	Text (Max Length: xiii Characters)	Aircraft address - Postal Code
Shipping Address Country	Text (Max Length: 41 Characters)	Shipping address - Country

FOB	Text (Max Length: xiii Characters)	Fob destination

Billing Address Line 1	Text (Max Length: 41 Characters)	First line of the billing address.
Billing Accost Line 2	Text (Max Length: 41 Characters)	Second line of the billing address.
Billing Address Line 3	Text (Max Length: 41 Characters)	3rd line of the billing address.
Billing Address City	Text (Max Length: 31 Characters)	Billing address - City
Billing Accost State	Text (Max Length: 21 Characters)	Billing address - State or Province
Billing Address Postal Lawmaking	Text (Max Length: 13 Characters)	Billing accost - Postal Code
Billing Address Country	Text (Max Length: 41 Characters)	Billing address - Country

Sales Rep	Reference Text	Reference to the SalesRep associated with the transaction
Shipping Method	Reference Text	Reference to the ShipMethod associated with the transaction
Print Later	Boolean (True/Imitation)	Impress Condition
Email Later	Boolean (Truthful/False)	E-mail Status
Memo	Text (Max Length: 4095 Characters)
Client Message	Reference Text	Message to the customer from the bachelor list in QuickBooks
Class	Reference Text (Max Length: 31 Characters)	Transaction Class

Product/Service *	Reference Text (Max Length: 31 Characters)	Item reference from beneath options. Particular Look upwardly Strategies with Import Settings- Full Name, Custom Field, Look upward
Product/Service Quantity	Decimal
Product/Service Charge per unit	Decimal
Unit Of Measure	Reference Text
Product/Service Description	Text (Max Length: 4095 Characters)
Production/Service Amount *	Decimal
Product/Service Service Appointment	Appointment	Date when the service is fulfilled
Product/Service Class	Reference Text (Max Length: 31 Characters)	Course reference to this line
Product/Service Sales Tax	Reference Text	Sales Tax Code to this line

Other	Text (Max Length: 29 Characters)
Other 1	Text (Max Length: 29 Characters)
Other 2	Text (Max Length: 29 Characters)

Sales Revenue enhancement	Reference Text	Transaction Sales Tax Code
Customer Sales Revenue enhancement Code	Reference Text	Tax Code corresponding to Transaction
Template	Reference Text	Template reference to this Invoice
AR Business relationship	Reference Text	Accounts Receivable business relationship reference to this Invoice

Product/Service Inventory Site	Reference Text	Reference to the Particular Site
Product/Service Inventory BIN	Reference Text	Reference to the Item BIN respective 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 Charge per unit	Decimal	Default is i, applicable if multi-currency is enabled for the company. The number of dwelling house currency units it takes to equal one unit of measurement of currency specified under Currency

Tax Inclusive	Boolean (Truthful/False) Applicable only for QuickBooks Canada, United kingdom versions	Tax calculation method.

All (*) marked fields are mandatory.

Import Settings

A host of powerful customisations for your file information is bachelor with Import Settings. This is available in the Step 3: Review & Import screen or direct under "Edit" Menu in the menubar. Some of the very useful settings for transaction includes:

Find Matching Transactions in QuickBooks by: Identifier to locate existing transactions in your QuickBooks.
Action When a Matched Transaction Institute: If an existing transaction is found for the above setting identifier then the respective activeness to exist 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. Past turning this setting ON, file rows volition be imported only after cleaning upwardly all the issues in file. This option however will delay the import.

More details well-nigh the settings related to Automatic creation of Items, Assigning reference number from the file, etc are available in this commodity.

FAQ'southward

Most of us would accept 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 information technology supported?

Yes. It is supported.

Volition your awarding support Multi Line Transactions?

Yes. It will.Aforementioned Invoice Number needs to be presented in multiple lines to group 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 undo the import completely/ partially with the Delete feature.

Does your app support taxes?

Yes. It does.

I don't desire to create products automatically for my invoices. I tin can't create products before each upload. Is information technology supported?

Yes. Information technology is. You can auto-create unavailable products/ services Or plow this setting off in the import settings.