How to make sure that your Invoices are imported correctly in QuickBooks

Before Starting

This article will provide you with the required information, for you to be able to import your invoices in QuickBooks.

Your CSV file must include columns for Invoice Number, Customer, Invoice Date, Due Date, and Item Amount.

In the example shown below, the required columns are *’d. You can download a sample CSV file to use as a guide on Quickbooks.

Import your own invoice numbers

You can turn on Custom transaction numbers in Accounts and Settings, or your invoice numbers will be replaced by standard QuickBooks invoice numbers.

In the Taxable column, enter “Y” if the item is taxable or “N” if it’s not.
If you have taxable items, include a Tax Rate column and enter the tax rate name or percentage.

Your CSV file can have no more than 1,000 rows

If you have more than 1,000 rows, split your CSV up into multiple files. Then import each CSV file separately.