Import sales invoices

[samppatel]

I am using the Account Reference field in my csv file but the import wizard is insisting the Client Name must be present too. Is this correct behavior as it defeats the object of using the Account Reference?

[QFMathew]

Hi @samppatel

The account reference isn’t necessarily a unique field - there’s no enforcement on this. The import requires a client name and an optional account reference:

Account Reference [if provided we will use this to match against any existing clients, otherwise we’ll use the client name for matching purposes]

The full list of fields, including those that are required, are highlighted here:

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…

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