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Importing and Exporting Data
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There are two sections in bills. Category details and item details.
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I am trying to import my products using exel. All my products are non inventory but on importing using the file, it still shows me an error of category and still asks me to enter quantity. This becomes a very tedious process when you have more than 1500 products to import. Please help me resolve this issue
Hello, I am facing an unexpected error when i try to import a new customer invoice. i went to >Gear option>Custom form styles>imp>New style>import Style where i got stuck with an error. Something went wrong. Sorry, an unexpected error has occurred. please try again. It is even not allowed to pop up upload page where we need to upload invoice format.
If I try to upload my deposit account it automatically goes to my current account to be uploaded.
Hi I'm looking for some help here from anyone who has success in exporting the following fields to CSV/Excel - customer name- customer phone- invoice number- invoice amount I am using a 3rd party payment service provider which generates a payment link if I can upload a file with the fields above. Most of my clients communicate with me via WhatsApp, so I am planning to 1. Do month-end invoicing in QB2. Run a batch action to generate all open invoices in PDF and have them saved to a folder on my computer3. Export a CSV with the fields above4. Build a script that allows me to upload the CSV to the payment service provider's web dashboard, so that the payment links can be generated and appended to the CSV file5. Build and run a script that creates and sends a templated WhatsApp message to my customers containing their name, invoice amount, invoice number, payment link URL, and do a lookup and retrieval of the PDF invoice from my local folder Any help around the CSV
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