Bulk uploading purchase invoices from a spreadsheet

[k13]

I have uploaded a spreadsheet with the invoice details, including the gross amount and vat rate - however although the system picks up the VAT rate, it uses the Gross amount as the sub total and gross amount and sets the VAT to £0, instead of figuring out the amount. Is there a way to upload accurate VAT amounts?

[Paul_Courtier]

Yes, by checking the actual headings required in the spreadsheet would be a start.

Total gross amount, Vat amount, Vat rate

Importing sales and purchase invoices

Introduction If you have a spreadsheet containing sales or purchase invoices, you can import these into QuickFile from the Data Import Wizard (accessible from account settings). QuickFile will automatically try to match the client or supplier to any existing records or create new ones when no match is found. A maximum of 250 invoices can be imported at one time. Here’s how to import sales and purchase invoices in QuickFile From your dashboard click on the account settings menu item then click…