Importing invoices - how can I do it as an Excel file?

[QFMathew]

Hi @Neil_Jewett

QuickFile doesn’t support Excel files themselves (.xls or .xlsx), but it does support the .csv format which is compatible.

When you save the file in Excel (or another spreadsheet package), if you select Save As, you’ll have an option to select the format. Simple Select Comma Separated Values (.csv) as the format (may also be called Comma Split Values, and that will save a compatible file for you.

There are some requirements on what data needs to be supplied, but full details can be found 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…

You shouldn’t need a great understanding of Excel, but a general understanding would help.

Of course, if you hit any problems or need further help, please don’t hesitate to ask