How to Import or Export Invoices
    • 24 Feb 2023
    • 1 Minute to read

    How to Import or Export Invoices


    Article summary

    You can use the Import/Export option under invoicing to move invoice details in bulk either into or out of your Helcim account. 

    In this section:

    To import or export your invoice information, select the Import/Export option under Invoicing.

    import or export invoice information button

    Data Import

    If you want to import data to your account, you can do so using a CSV File. Click on the CSV File to confirm the import type, then click Next.

    select import type

    Use the drop-down menu to select the date format that matches your formatting, then select the file you want to upload by clicking on the Browse button.

    upload file to import

    Sample File

    To ensure your data is formatted correctly, download the Sample File that is included in the Upload File screen to view an example of how the data needs to be formatted.upload file to import

    You will get a notification once the file is successfully uploaded and if there are any errors with the document.

    Once the file has been added click on Next.

    Review the data that will be uploaded before clicking Confirm to upload the information. If you need to make any changes, you can click Back to return to the previous screen. If everything is correct, click Confirm to upload the information.

    invoices to import

    If the system detects an error in the data, the information will be displayed below the Invoices to Import for your review.

    invoices with errors

    Once you click Confirm, the information will upload, and you will see a confirmation message for the information that was added.

    success notification

    Data Export

    If you want to export your invoice information, navigate to the Import / Export section of invoicing, and click on Export on the right-hand side of your screen.

    You can choose to export your data as a CSV File, or to QuickBooks Desktop.

    export your invoice information


    QuickBooks Desktop

    With QuickBooks depreciating their QuickBooks Desktop service, we will no longer be supporting the desktop data sync integration, effective immediately. The QuickBooks Online integration will continue to be available. Click here to learn about our QuickBooks Online integration.

     

    After you have selected the format you would like, click ˜Next'.

    next and login to QuickBooks Online buttons

    You can customize how you want the information exported, including:

    • Currency
    • Customers
    • Date Format
    • Invoice Status
    • Date Range
    • Email address you want the report sent to
    • If you want to include Invoice Items Yes or No

    Export settings

    After you've confirmed the export settings, click on Export. A pop-up message will confirm if the export was successful.

    back, login, and login to QuickBooks Online buttons



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