Can You Upload Invoices to Quickbooks Online From Excel

Y'all can import Invoicesfrom Excel spreadsheets or text files directly into QuickBooks Online using the SaasAnt Transactions (Online) application.

Pre Requisites:

Connect your QuickBooks Online to SaasAnt Transactions (Online) App from QuickBooks AppStore byclicking the "Go App Now" button.Y ou tin get a free trial of the product in the QuickBooks AppStore.

Steps to Import Invoices into QuickBooks Online

To import invoices into QuickBooks Online using the SaasAnt Transactions (Online) application, follow the steps beneath

Click on the "Upload File" Menu and upload your file.

Step 1: Select your file and spreadsheet which has the invoice that yous want to import.

Footstep 2: Select the QuickBooks entity every bit an Invoice.

Step 3: Gear up the mapping of the columns in your invoice import file to the respective fields in QuickBooks (Refer beneath Section).

Footstep 4: Click Import and your invoice will be directly added to your QuickBooks visitor.

The of import step in the import is to map your file headers to the QuickBooks field in Pace 3 of the import. Some key steps below:

• You need to map your file headers to "SaasAnt  Transactions (Online)" fields. This mapping will enable us to import your transactions properly in to QuickBooks company.
• In the mapping screen, we have the "Preview Mapping" push which can help you to visualize your electric current mappings as per the QuickBooks screen with your file headers.
• Please refer basics of field mappings for more info. If you have whatsoever confusion or doubts, feel complimentary to drop an email to support@saasant.com.

SaasAnt Transactions (Online)  Fields

Field Name	Format	Description
Invoice No	21 Characters	Reference number for the transaction. By default, this value is used simply for internal processing by SaasAnt Transactions (Online), and QuickBooks auto-generates a new value. This can be changed in the import settings.
Customer	Characters	Name of the customer.
Invoice Date	Date	Appointment of the transaction.
Due Appointment	Date	Date when the payment of the transaction is due. If the appointment is not provided, the number of days specified in SalesTermRef added with the transaction date will be used.
Aircraft Date	Date	Appointment for delivery of goods or services.
Transport Via	30 Characters	Reference to the ShipMethod associated with the transaction.
Tracking No	30 Characters	Aircraft provider's tracking number for the commitment of the goods associated with the transaction.
Terms	Characters
Billing Address Line one	Characters	Beginning line of the billing accost.
Billing Address Line 2	Characters	Second line of the billing address.
Billing Address Line 3	Characters	Third line of the billing address.
Billing Address City	Characters	City name of the billing address.
Billing Accost Postal Code	Characters	Zip code of the billing address.
Billing Accost Country	Characters	State proper name of the billing address.
Billing Accost  Country Subdivision Code	Characters	Region inside a country. For example, state proper name for United states of america, province name for Canada.
Aircraft Accost Line ane	Characters	Outset line of the shipping address.
Shipping Address Line 2	Characters	Second line of the aircraft address.
Shipping Address Line 3	Characters	Third line of the aircraft address.
Shipping Address City	Characters	City name of the shipping address.
Aircraft Address Postal Code	Characters	Naught code of the shipping address.
Aircraft Accost Country	Characters	Country name of the shipping address.
Shipping Address  Land Subdivision Code	Characters	Region within a state. For instance, state name for USA, province proper noun for Canada.
Memo	Characters	Organization-private note about the transaction. By default, this note will not appear on the transaction records.
Message displayed on invoice	Characters	User-entered message to the client; this bulletin is visible to end user on their transactions.
E-mail	Characters	Email address. The address format must follow the RFC 822 standard.
Email CC	Characters	CC Electronic mail address. The address format must follow the RFC 822 standard.
Electronic mail BCC	Characters	BCC E-mail address. The address format must follow the RFC 822 standard.
Print Status	boolean	The print status. True / FALSE, T/F
Email Status	boolean	The email status. True / FALSE, T/F
Global Tax Calculation	Characters	Method in which tax is applied. TaxExcluded TaxInclusive NotApplicable
Aircraft	Decimal	The shipping amount for this transaction.
Shipping Revenue enhancement Code	Characters	The TaxCode associated with shipping charges.
Discount Amount	Decimal	The discount amount. You may either enter a discount percent or a discount amount. If the percentage is specified, it will override the amount.
Discount Percent	Decimal	Percentage past which the amount due is reduced, from 0% to 100%. To enter a discount of viii.five% employ viii.5, not 0.085. You may either enter a discount percent or a discount corporeality. If the percent is specified, it volition override the corporeality.
Disbelieve Account	Characters
Service Date	Date	Engagement when the service is performed.
Product/Service	Characters	Production Proper name or SKU.
Production/Service  Description	4000 Characters	Product Clarification.
Production/Service  Quantity	Decimal	Number of items for the line.
Production/Service  Rate	Decimal
Product/Service  Amount	Decimal
Production/Service  Revenue enhancement Code	Characters	The Revenue enhancement Code associated with this line. GST/ VAT
Product/Service  Tax Amount	Decimal	The directly calculated taxation amount for a product line . Applicable only for Tax calculated Transactions. This value volition be ignored for Tax Inclusive Transactions.
Product/Service  Grade	Characters	The Form name associated with this line.
Deposit	Decimal	The deposit made towards this invoice.
Location	Characters	Section or Location proper noun.
Custom Field Value (1)	31 Characters	Value of the custom field.
Custom Field Value (two)	31 Characters	Value of the custom field.
Custom Field Value (3)	31 Characters	Value of the custom field.
Currency Code	Characters	Reference to the Currency in which all amounts on the associated transaction are expressed  E.1000. USD.
Exchange Charge per unit	Decimal	Default is 1, applicable if multi-currency is enabled for the company. The number of home currency units it takes to equal i unit of currency specified by Currency Code field.

FAQ's

Nearly of usa would have some questions while moving data to your QuickBooks Online. Some of them for your reference below:

• Will your awarding support Multi Line Transactions?

Yep. Information technology will. More Info...

• I fabricated some mistakes in the mapping. Your application imported wrongly.So my QuickBooks file got corrupted. Is at that place any way to undo or revert?

Sometimes it happens due to the wrong mapping. It is possible to delete the entire transactions which went wrong. Our DELETE feature is the rescue. More Info...

• I desire to import Invoices using SKU'due south. Is it supported?

Yes. It is. You demand to enable couple of settings while importing. More than Info...

• I want to get an email for each upload. Is it possible?

Aye. It is. You need to enable couple of settings while importing. More Info...

• Does your app support taxes?

Yeah. It does. Revenue enhancement model.

• I don't want to create products automatically for my invoices. I can't create products before each upload. Is it supported?

Yep. Information technology is. You need to enable couple of settings while importing.Withal. you can control this behavior. More Info...

• My file has some specific date format. I don't want to change the file. Will your production support all date formats?

Yeah. You tin select the specific date format as per your requirement. More Info...

• Do you have whatsoever sample templates?

Yep. We do have. Sample template for Imports.

• What are the file types supported past your application?

txt, csv, xls, xlsx files

• How do I report the issues if I stuck?
  Experience free to drop an email to support@saasant.com

Possible Failures & Troubleshooting Tips

The currency of the transaction is invalid for customer/vendor/account.

The given Currency is different than the default currency of the Client. Please refer the Client'south Currency in QuickBooks & update the aforementioned currency in Currency Field.

Duplicate Certificate Number Error : You must specify a different number. This number has already been used.

There is an some other invoice has the aforementioned reference number. Delight employ the another reference number.

You lot take disabled "Assign the Estimate / Invoice / Journal Entry / Sales Receipt Numbers automatically" in Import Settings. By enabling this feature, QuickBooks  volition automatically assign numbers for the transaction. If you need Duplicate Invoice Number, you need to enable "Import Duplicate Reference N o" in Import Settings.

Amount is not equal to UnitPrice * Qty Supplied value.

The given Quantity & Rate is non equal to given Amount. Delight verify those fields.

No matching reference establish for this account.

Please provide valid account proper noun in "Discount Business relationship" field.

You can't set both an amount and a disbelieve percentage if the amount is non the sum of the discount percentage and the subtotal.

Yous take given the Discount in Percentage & Real Value. Please utilise one of the value.

Email Address does non conform to the syntax rules of RFC 822.

Kindly verify the given email accost format. It should exist in xxxx@20.xx format.

Amount is missing in the request.

The Line Item corporeality is missing for the particular line item.

One or more transaction lines do not have a tax code associated with it. Please assign a tax code for those line.

You take mentioned "Global Tax Calculation" equally Taxation Included or Tax Excluded, just the Tax code is missing for the line items. Please alter the "Global Taxation Calculation" as "Non Applicable" or provide valid Tax Lawmaking for each line items.

Please check in QuickBooks  visitor settings if the advisable preferences are enabled for the successful upload of current information ready. East.k. Shipping, Multi-Currency, etc.

If you have provided Shipping Address or Currency, so delight make certain you have enabled Shipping & Multi-Currency feature in QuickBooks Online.

Sometimes if the Production or Service does not have valid sales account in QuickBooks, you will become this fault.

No matching reference found for this client.

In that location is no lucifer plant for given Customer Proper name.

Please enable "Auto Creation of List Entities (Vendor, Customer)" feature in import settings to create the customer automatically.

Transaction amount(Sum of line amounts) must be 0 or greater.

Delight provide the valid amounts (Non Negative) in Line Item Corporeality Field.

The discount amount must exist non-negative.

Please provide the valid amounts (Non Negative) in Discount Corporeality Field.

thomashappone.blogspot.com

Source: https://support.saasant.com/support/solutions/articles/14000052917-how-to-import-invoices-into-quickbooks-online-uk-au-ca-in-fr-other-regions-

Share this post