Importing Invoices into QB Desktop

Is it possible to import invoice information into QB desktop from an excel or csv file? I don't mean a list of customers or services, but all of the invoice information.

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Importing Invoices into QB Desktop

Yes, it is, @mbrightman. I'm here to help you import invoice transactions using CSV or Excel files in QuickBooks Desktop (QBDT).

In QBDT, to import a CSV file, you'll have to install first the QuickBooks Import Excel and CSV toolkit. Let me guide you how:

1. Access the file download window for the toolkit, then click Save .
2. Next, head to your Windows Desktop, then select Save .
3. Then, double-click QuickBooks_Import_Excel_and_CSV.exe on your Windows desktop to open the WinZip Self-Extractor window.
4. Click Browse , choose the folder where you want to install the toolkit (such as your Desktop), then select OK .
5. Select Unzip to extract the contents, and then click Close to close the WinZip Self-Extractor window.
6. Then, open the QuickBooks Import Excel and CSV folder from the location you selected in step 4.

Then, there are several options you can choose to import invoice transactions using Excel files. To learn more about it, feel free to visit this article: Import or export MS Excel files.

I've also added this link for more information about importing or exporting transactions in QBDT: Import and export data in QuickBooks Desktop.

Also, it's recommended to create a backup copy first before doing any changes to your company file. This is to ensure you have the original data that you can restore at any time in case of data loss or damage.

I'm always around if you have any other concerns importing invoice transactions in QBDT. Feel free to post your reply below. I'd be happy to assist you further. Have a great day ahead.