Importing invoices and budgets into QuickBooks Online
In Chapter 6, Managing Customers, Vendors, Products, and Services, we covered importing customers, vendors, and products and services into QuickBooks. In this section, we will show you how to import invoices into QuickBooks. Importing your data into QuickBooks can save you a lot of time that would have been spent manually entering this information into QuickBooks. In addition to saving time, importing data will ensure more accuracy and consistency than manual data entry. If you use budgets in your business, you may want to consider importing your budget data into QuickBooks. Importing budgets is only available in QBO Advanced.
Follow these steps to import invoices into QuickBooks:
From the gear icon, select Import data as indicated in the following screenshot:
The Import Data screen will display; select Invoices:
The following window displays:
There are three steps that must be completed to import invoices into QuickBooks...
