Help with file format for importing invoice data via csv file

Hi @TonyKirby

You can import invoices using the CSV file that match the format in this article. This article covers both sales and purchase invoice formats.

Do you still have this link at hand? I can certainly check this and update where you found it (providing it’s within the QuickFile domain).

You can use a header row if you wish to make it easier to manage. We will discard this however when the file is uploaded.

Unfortunately we currently only support the .csv format, but this is a widely used file format so it often suits users from a wide range of systems.

Are you coming from Sage at all, or another system? You may find it easier to import a Trial Balance report. There’s a bit more on getting started, here

Hope that helps :slight_smile: