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Import Requirements: Invoices

Danielle
  • Updated

Refer to the following tables providing all available fields along with required fields when importing Invoices.

Important Note: As a general rule, we do not recommend importing or creating new invoices. The Import feature should be used to import legacy invoices only. This is to due to taxes not being recalculated.

If experiencing a sync issue with QuickBooks, retrigger the webhooks rather than editing specific transactions.

To bulk edit Invoices, reach out to Support for additional assistance.

Importing Invoices includes a tab for Invoices, Line Items, and Applied Tiers. When Invoices have associated Products included, both the Invoice and Line Items tabs must be populated. When Invoices have associated tiers of Products, the Invoice, Line Items, and Applied Tiers tabs must be populated for a successful import. 

Key

X indicates a required field.

* indicates the field may be required based on settings and/or additional selections. 

 

Invoice Tab

Fields Create Update Valid Values Notes
ID X X    
Customer ID X X    
Date X X    
Due Date        
Payment Terms        
Status    

-Draft (Default)

-Posted

  

Currency

        
Exchange Rate        

Line Items Tab-REQUIRED

Fields Create Update Valid Values Notes
Invoice ID X X    
Line No        
Product ID X X    
Description        
Start Date        
End Date        
Unit Price X X    
Quantity X X    
Discount        
Taxable        

Line Tax

        

Applied Tiers Tab

Fields Create Update Valid Values Notes
Invoice ID X X    
Line No X X    
From        
To        
Price        
Quantity        
Amount        
Method        

 

Billing Contact Tab

Fields Create Update Valid Values Notes
Invoice ID X X    
First Nam        
Last Name        
Display Name        
Email        
Phone        
Mobile        
Job Title        
Department        
Address 1        
Address 2        
City        
State        
Zip        
County        
Country        

 

Shipping Contact Tab

Fields Create Update Valid Values Notes
Invoice ID X X    
First Nam        
Last Name        
Display Name        
Email        
Phone        
Mobile        
Job Title        
Department        
Address 1        
Address 2        
City        
State        
Zip        
County        
Country        

 

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