Importing invoices and budgets into QuickBooks Online

In Chapter 5, Managing Customer, Vendor, and Products and Services Lists, 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:

1. From the gear icon, select Import data, as indicated in the following screenshot:

   

   Figure 17.24: The Import data option under TOOLS

2. The Import Data screen will appear:

   

   Figure 17.25: The Import Data screen...