Importing Invoices into Quickbooks

Importing Invoices into Quickbooks

Please see below some instructions for importing into Quickbooks. First of all we need to update the settings to AGG SMART can provide the invoice number, that is done by selecting “Custom Transaction Numbers” in the settings.

 

 

Then on AGG SMART do a completed jobs report for the time period you want to account for. And tick the invoices you want to import. Then click “Download for Quickbooks Online” from the dropdown menu at the top of the screen.

 

This will download a CSV file into your downloads folder.

Then open Quickbooks and go to Settings > Tools > Import data. And select “Invoices”

 

 

Then click browse and find the file you downloaded in your “Downloads” folder. Select it and click “Open”. Then on Quickbooks tick the two boxes (2), and select next. You will get a mapping screen where all you need to do is select the date format of “dd/mm/yyyy” and the tax type as “Exclusive of VAT”. And then click import and the invoices will be loaded in.

 

 




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