QuickBooks Online 2024: Importing Invoices

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  • Опубликовано: 16 окт 2024

Комментарии • 33

  • @susannatali
    @susannatali Месяц назад

    Hector, you have, once again, saved me from hours of research. Why don't I come here sooner? It was refreshing to see that you encountered the same problems I did with the batch entries and csv uploads. I was able to follow your method (stopping and rewinding many, many times!) and get it figured out. Thanks!!!

  • @MuhammadImran-ud1sd
    @MuhammadImran-ud1sd 7 месяцев назад +1

    Thanks Hector Garcia for educating us

  • @CatherineSchaefer-sj9jb
    @CatherineSchaefer-sj9jb 7 месяцев назад

    thanks Hector wished I had watched this video sooner!! thank you so very helpful!!!!!

  • @LHo-zq7kn
    @LHo-zq7kn 7 месяцев назад +1

    Hector, is there a way to keep the payment link turned on as invoices imported into QBO? I find out if not manually generate invoices but using Import data to import invoices I have to go into each imported invoice and turn on credit card or bank ACH for every invoice. Somehow, import data automatically turn off my setting. Please help!

    • @HectorGarciaCPA
      @HectorGarciaCPA  7 месяцев назад +1

      Funny, just ran into this issue with a client this week. There used to be no solution, you need to turn them all on manually. I sent the feedback to Intuit

  • @dawnp1402
    @dawnp1402 7 месяцев назад

    Does transaction pro work for sub customers? If not, is there anything that does? Is Righttool going away? I thought you mentioned that in one of your videos.

    • @HectorGarciaCPA
      @HectorGarciaCPA  7 месяцев назад +1

      Yes Transaction Pro can work with sub customers and projects. RightTool is not going away. But RightTool doesn’t do Invoice imports (yet)

  • @soniamejia2583
    @soniamejia2583 6 месяцев назад

    Hola, usted da cursos de Bookkeeping con Quickbooks? acelerado es decir que no duren mucho tiempo? Vivo en USA y cuánto cuesta? Gracias , usted explica excelente.

    • @HectorGarciaCPA
      @HectorGarciaCPA  6 месяцев назад +1

      Solo de QuickBooks

    • @soniamejia2583
      @soniamejia2583 6 месяцев назад

      Si de Quickbooks, cuánto vale el curso? Or crees que con los vídeos de usted puedo aprender ? Gracias

    • @HectorGarciaCPA
      @HectorGarciaCPA  6 месяцев назад +1

      @@soniamejia2583 qbkaccounting.com/inicio

    • @soniamejia2583
      @soniamejia2583 6 месяцев назад

      @@HectorGarciaCPA muchas gracias

  • @mukhtarselef2616
    @mukhtarselef2616 7 месяцев назад

    Thank you Hector

  • @tendersoulsretreat5863
    @tendersoulsretreat5863 7 месяцев назад

    I am very interested in the import bills video. If you have done it already could you give me the name. I couldn't find it. Thank you

    • @HectorGarciaCPA
      @HectorGarciaCPA  7 месяцев назад

      Has not been published. Its in queue.. should be published within a few weeks

  • @sharonbest4983
    @sharonbest4983 6 месяцев назад

    hello hector (or anyone who knows) : rather than import an invoice at a customer level can invoices be brought in at a project level? and how would this be done?

    • @HectorGarciaCPA
      @HectorGarciaCPA  6 месяцев назад

      The process is the same, just put the project name in the customer filed like this: “Customer:Project”

  • @karenmaeabao6310
    @karenmaeabao6310 7 месяцев назад

    Thank you Sir Hector

  • @SandraLongoria
    @SandraLongoria Месяц назад

    QBO won’t let me import invoices anymore. It worked fine, but now it says sales tax isn’t supported even though none of services have tax. I called support and no one can remove this sales tax or get the invoices to import again. This is unacceptable. Do you know how to fix this?

    • @HectorGarciaCPA
      @HectorGarciaCPA  Месяц назад +1

      @@SandraLongoria no fix for now. You will need to use a 3rd parry app like SaasAnt or Transaction Pro Importer to bring them in

    • @SandraLongoria
      @SandraLongoria Месяц назад

      @@HectorGarciaCPA Thanks for the info. It seems like false advertising though because now the subscription is $10+ dollars more each month just to import invoices that I already pay QBO for and previously worked. This is not right.

  • @TruckieLooks4Aliens
    @TruckieLooks4Aliens 7 дней назад

    I HATE HATE QBO. I miss the old QB desktop where u can purchase and be done with the crap.
    I tried several times importing and it rejects my item. Error: copy exactly how u have it example:Flowers:Roses:RedRoses
    I’ve done
    21000:21100
    21000 Sales: 21100 edu pack
    Sales:edupack
    Nothing works. It sucks. We use to be able to import just with numbers.

    • @HectorGarciaCPA
      @HectorGarciaCPA  7 дней назад

      @@TruckieLooks4Aliens it does suck… i would need to see it to see if there is something you are missing, sorry i dont have a quick answer

  • @anasbader683
    @anasbader683 6 месяцев назад

    Can import invoicese with class ?

    • @HectorGarciaCPA
      @HectorGarciaCPA  6 месяцев назад

      Not sure if the built in mechanism allows it, you might need a 3rd party app

  • @parkashmagar8468
    @parkashmagar8468 6 месяцев назад

    as trying to use qb as a beginner watching tutorial is not enough for me

    • @HectorGarciaCPA
      @HectorGarciaCPA  6 месяцев назад

      You need to watch 15-20 tutorials

    • @parkashmagar8468
      @parkashmagar8468 6 месяцев назад

      @@HectorGarciaCPA is quick book only for small scale organisation like i have read about impairement is it done in quick book too or not