QB invoice import - how can this be done?

Nov 14, 2010 1 Replies

My client is a women's clothing retailer. I would like to use QB as her accounting system. Each quarter she generates 200-300 invoices. The company provides an Excel spreadsheet summarizing the invoice, but provides no direct means of importing into QB. It would take too long, and be too error prone, importing these invoices by manual keypunch. I could import monthly or quarterly totals, but I would much prefer to import the invoices individually to maintain full detail.



Question: how can import these invoices into QB? One thing to keep in mind - most of the customers are not repeat customer business, rather just individual sales.


Why do you need the full detail for one time sales? Why any detail other than the daily/weekly deposit totals in order to reconcile the bank account? She has her detail in the spreadsheet.

You would be better off entering a summary sales receipt with no customer detail.

Click on this link. Then click on the Intuit Product tab and search the List for the NO HASSLE SALES RECEIPT.

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You want each payment entry to match how the money will be deposited into the bank.

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