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December 12, 2020
Question

How do i import sales invoice including shipping income

  • December 12, 2020
  • 2 replies
  • 4 views
No text available

2 replies

QuickBooks Team
December 12, 2020

It’s nice to see you in the Community, mike281.


Let me share some insights about the import process in QBO. When importing invoices, you can only send the following information.

 

  • Name   
  • Company            
  • Customer Type
  • Email    
  • Phone  
  • Mobile Fax        
  • Website              
  • Street  City       
  • State    
  • ZIP         
  • Country               
  • Opening Balance             
  • Date     
  • Resale Number

As a workaround, manually enter the shipping income in your company or use a third-party app to import the information. You can visit the QuickBooks Apps Center to find one that meets your business needs. All you have to do is enter a keyword in the Search field or use the Categories option to expedite the process.

 

It looks like you posted another question similar to this one: https://quickbooks.intuit.com/learn-support/en-uk/transactions/how-do-i-add-reference-to-imported-sales-invoices/01/729090#M9845.

 

You can consider following the suggestions I shared above to add the reference number. I’m also adding some articles that provide an overview of how to perform the following tasks.

 

Stay in touch if you have any clarifications or other QuickBooks concerns. I’m always ready to lend a helping hand. Enjoy your day.

Fiat Lux - ASIA
Level 14
December 13, 2020

@mike281 

Utilize the trial period of an importer tool

https://transactionpro.grsm.io/qbo

 

You may import the Shipping cost with the following Invoice data template

RefNumberCustomerTxnDateDueDateShipDateShipMethodNameTrackingNumSalesTermLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailBillEmailCcBillEmailBccCurrencyExchangeRateDepositToBePrintedToBeEmailedAllowIPNPaymentAllowOnlineCreditCardPaymentAllowOnlineACHPaymentShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0,02  Y MP3 PlayerBlue MP3 Player255  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0,02  Y Leather CaseLeather Case210  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0,02  Y Gift CardsGift Cards25  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y HandheldsPortable Game Player1100  TAX