How to Import Invoices into QuickBooks Desktop

QuickBooks accounting software allows users to import invoices in addition to handling transactions. You can follow this guide if you need to import your company’s existing data into the QuickBooks desktop. So, let’s get started without further ado. 

Different Ways To Import Invoices into QuickBooks Desktop

Invoices can be easily imported into QuickBooks 2014 or other versions. This can be done for individual invoices as well as multiple invoices. Here, we will discuss how to import invoices into QuickBooks desktop. So, keep reading. 

How to Import Invoices into QuickBooks Desktop
How to Import Invoices into QuickBooks Desktop 2022 (STEP BY STEP INSTRUCTIONS)

Import Invoice Data into QuickBooks Online 

Invoices can be imported into QuickBooks Online with or without the Excel Transactions program. Follow these steps to do so: 

Import Invoices Into QuickBooks Online Without Using Excel Transactions

  • Go to “QuickBooks Online” and login
  • Select “File” from the menu bar
  • Then select “Utilities” from the drop-down menu
  • Next, select “Import.” The “QuickBooks Import Invoices” window will appear after this. 
  • Choose the “Excel files” from the drop-down menu
  • Now, click on the “Advanced Import” and select the file you want to import 
  • Decide how you want QuickBooks to handle duplicate data or errors by going to the “Preferences” option
  • Now, click on Preview to see the invoices
  • To finish the process, click on the “Ok” and wait for the confirmation

Import Invoices Into QuickBooks Online Using Excel Transactions App

  • Select “Upload File” from the drop-down menu
  • Look for the invoices to import in the spreadsheet and file
  • Now, select the “QuickBooks entity” as Invoices
  • After that, in QuickBooks, map the column headers to “Invoice fields.”
  • To import the invoice into QuickBooks, click the “Import” button.

How To Import Invoices Into QuickBooks Desktop Pro, Premier & Enterprise? 

If you’re using QuickBooks Desktop and want to import invoices from a CSV file, follow these steps: 

  • Launch “QuickBooks Desktop”
  • Select “File” from the menu bar
  • Then, go to “Utilities” from the drop-down menu
  • After that, select “Import.”
  • Now, click on “Excel files.”
  • If you want to add multiple entries, select “No” when prompted
  • After you’ve completed these steps, follow the on-screen prompts to finish the procedure.
  • Then select a data type.
  • After that, QuickBooks will open the files in a formatted Excel spreadsheet

How To Import Invoices Into QuickBooks Desktop 2014 with IIF Format 

When a client sends you an invoice through a third-party app, it often receives it in IIF format. You can use the following steps to import IIF files into QuickBooks: 

  • Log in as an administrator to the company file
  • Go to the “File” menu
  • Select “Switch to Single-user Mode” from the drop-down menu
  • Then, press the “File” button once more
  • After that, Click “Utilities”
  • Now, select “Import” from the menu
  • Then choose “IIF Files.”
  • Now, navigate to your IIF file and press the “Open” button
  • Click the “OK” button

If QuickBooks doesn’t allow you to import this format, you can use an online file converter.

Also, Read how to fix QuickBooks Error Loading Files From The Path

How To Import Invoices Into QuickBooks Desktop 2015 Using Accountant Batch Entry Feature

The Accountant Batch Entry feature is another option for importing invoices into QuickBooks 2015. It will also enable you to import invoices in bulk. 

  • Launch “QuickBooks Accountant’s company file.”
  • Select “Accountant” from the drop-down menu
  • After that, click on “Batch Enter Transactions.”
  • In the grid entry screen, select the “Transaction Type” option. 
  • Next, open the Excel sheet containing the transaction you want to import
  • After that, select and copy the necessary rows
  • Then, paste the row you just copied into the first cell of the “Batch Entry Register.”
  • QuickBooks will start looking for unmatched records and highlighting them in red. You can use the “Split lines” option in that case. 
  • Then, in the split details, select the “Split Fill” option after highlighting the row.
  • After entering all of the information, select “Save Transactions.”

This will import all translation data in bulk via an Excel file. You can go back and review the summary displayed on your screen later.

Contact QuickBooks Help Professionals

Importing invoices into QuickBooks is a simple process. Furthermore, depending on your convenience or preference, you can choose from a variety of techniques. However, if you still have any queries, consult the QuickBooks desktop support team. 

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