Quickbooks Online Advanced: Importing Invoices Tutorial | QBO Advanced Importing Invoices | QBO Adv

FREE CONSULTATION - Looking for a software solution that is customized for your industry? Go to www.mindingmybooks.com/contact - Schedule your free consultation through our Discovery Link, email me at [e-mail] or call me at 231.670.4156.
PURCHASING QUICKBOOKS ONLINE:
GET 30% OFF FOR FIRST 12 MONTHS: quickbooks.intuit.com/partner...
MOVING FROM DESKTOP TO ONLINE - Please click www.mindingmybooks.com/quickb... for special pricing discounts.
PURCHASING 2 OR MORE SUBSCRIPTIONS - Please click www.mindingmybooks.com/quickb... for special pricing discounts.
WHOLESALE PRICING ON QUICKBOOKS CREDIT CARD AND ACH PAYMENTS - Please click www.mindingmybooks.com/quickb... for special pricing discounts.
QUICKBOOKS DEMOS:
THE NEW QUICKBOOKS ONLINE ADVANCED DEMO - • QuickBooks Online Adva...
QUICKBOOKS ONLINE: CHOOSE THE RIGHT VERSION - • How To Choose The Righ...
QUICKBOOKS TIME DEMO - • QuickBooks Time Demo |...
QUICKBOOKS ENTERPRISE DEMO - • Quickbooks Enterprise ...
TRAINING - TUTORIALS
QUICKBOOKS ONLINE FULL SETUP TUTORIAL: • Quickbooks Online Gett...
Quickbooks Online Advanced: Importing Invoices Tutorial is a how to video that takes you step by step on how to import invoices from a CSV (Excel) worksheet into Quickbooks Online Advanced. As Quickbooks Online becomes more and more popular, many questions will arise. Minding My Books plans on answering as many questions as we can. Importing Invoices is the 1st of many tutorials that will be published to help answer the questions that business owners will have while using Quickbooks Online.
To help you navigate the video, here is a table of contents:
00:00 Weekly Deals on Quickbooks Online Advanced
00:25 Introduction
00:56 Prepping Your Spreadsheet for Importing
06:18 Turning On Custom Transaction Numbers
07:20 Upload Your Spreadsheet
08:25 Mapping Your Fields to Import
09:10 Mapping Your Tax Rate
#quickbooks #quickbooksonline #quickbooksonlineadvanced #quickbooksonlinetraining #quickbooksenterprise #quickbookstime #quickbookshelp #quickbookstutorial #quickbookstraining #smallbusiness #quickbooksdesktop #womanowned #mindingmybooks #raeannsalter

[@RaeannSalter]

Minding My Books will be making many more tutorials on current features as well as new features of Quickbooks Online Advanced. Subscribe to my channel so that you do not miss one of our HOW TO videos!

[@Wallymakesstuff]

THANK YOU!! I searched everywhere for "Quickbooks error "We can't match some products or services"" - couldn't find out how to avoid this error until I saw your video and learned to just not include the item column...that allowed me to import invoices from previous software.

[@davespotlesscleaning3897]

Thank you for very easy to understand video. I'm trying to move my invoices from one quickbooks online to another. I understand import process but export process is unclear for me. I'm trying to run reports and export them but none of these matches all data required by importing process. How to export invoices from quickbooks online so they would show all fields like items, categories, vat and etc? thank you for all help

[@alxndtservices8115]

Hi, Is there a way to add information under "Note to customer" using the "import data method?

[@MuhammadUsman-vz3kv]

Have you any software to transfer the data from excel to quickbooks

[@mohammadmusabeh2910]

Hi, Thank you for this tutorial. i have a question when i imported all my invoices, the sales (revenue) didnt get picked up in my P&L report. any reason for that.
Thank you

[@RaeannSalter]

Hi Mohammad, Take a look at your items to see what you have listed in the sales income field.

[@imstevemcqueen]

When I go to import data and click on invoices I get a message that says import invoices isn't quite ready to support sales tax and then kicks me out

[@RaeannSalter]

Hi David, Thank you for your question. I would have to look at your error message to understand how to fix it.

[@Fortniteking279]

Im having same issue

[@Fortniteking279]

Do you know hot to fix it?

[@hourglass3602]

Hi, thank you for the video... however I am trying to import invoices with projects... how do I get the projects to import?

[@RaeannSalter]

Can you give me more details on the projects you're trying to import? Is it in a spreadsheet?

[@hourglass3602]

@@RaeannSalter Yes a spreadsheet... a CVS file.

[@hourglass3602]

Raeann... do you need additional information? My Customer's Jobs are setup in QB as Projects... I'm trying to import them using a CVS file but can not figure out the header needed for the projects...

[@CarlaFloresca]

May I know what “location” is in the template?

[@RaeannSalter]

Hi Carla, Location is a field that QuickBooks Online offers if you want to segment different locations for reporting purposes. Similar to how classes work in QuickBooks Desktop and QuickBooks Online.

[@michaelfowler3303]

Can you please make one about importing bills

[@RaeannSalter]

Hi Michael, Thank you for your request. QuickBooks has just added a new feature called Spreadsheet Sync and I will make a video showing how to import bills from the excel spreadsheet add on.

[@joefrey6202]

Can this be done on QB desktop?

[@RaeannSalter]

Hi Joe, It can be done in desktop through a product called SaasAnt.