How to import batch invoices in quickbooks desktop

In this tutorial we will see whether how we can import multiple invoices in quickbooks desktop.

First let me show you the current balances of customers, and here you can see that all the customers have zero balances at this point in time and here in the chart of account, you can see that its also showing zero balance under Accounts Receivables.

Tutorial Instructions:

 

 

So, to add multiple invoices, select batch enter transactions under Accountant menu and when you click on the “Transaction Type” field you can see that we can import different types of transactions and since this tutorial is about adding invoices, I am going to select “Invoices & Credit Memos” here and here are the invoices that I want to import into quickbooks and when you look closely, you will observe that we have fewer columns on the excel sheet than the quickbooks import window. So, to customize the columns, just click on “Customize Column” button, it will open a small pop up window where you can not-only add or remove the columns but also adjust the position of columns by moving up and down.

And here you can see that the columns on excel and quickbooks window are now aligned and we conveniently import our invoices by copying and pasting. Now just copy your data and paste it into quickbooks and since I haven’t added the terms on the excel file, I can just select the concerned term and then select copy down by right clicking on it, it will copy down that term to all transactions. Now, before importing, just see the invoices if you want to make any changes and make sure you have selected “Accounts Receivables” in this field and if you are fine with the data then just click on “Save Transactions” to import them into quickbooks, here its just informing you that the transactions will be saved into “Accounts Receivables” account, just click on “Yes” to save the invoices into quickbooks.

Now its letting you know that 10 transactions have been saved into quickbooks. Now, click on “OK” and close the import transactions window and let’s go to the customers center to see whether what changes has taken place there and here you can see that all the customers are now showing some balances and in the chart of accounts its also showing the total balance under “Accounts Receivables” account. And this is how you can import multiple single line invoices into quickbooks.