Importing Multi Line Invoices from WooCommerce

[bradleysp]

Hey Guys,

I want to start using QuickFile to help my local PTA keep it’s books in order, but not coping with multi-line orders from WooCommerce is really killing me. I really need to be able to import or transfer each line item, so it is obvious what the order relates to without having to look in 2 different places. Ideally I would like to be able to tag each line to a project, so an event sale of entry ticket and separate food order could be tagged to “event” and “food” projects, which would make showing profitably SOOOO easy.

Am I hoping for too much? I can’t justify the cost of the “big” packages, so are we doomed to Excel forever?

Thanks

Simon

[QFMathew]

Hi @bradleysp

If you’re importing a list of invoices from a CSV, then unfortunately this is restricted to just 1 line at this moment in time.

You may wish to explore our API however which would allow you to add multi-line invoices. Plus, there’s a possibility of automating the process to save you time too:

https://api.quickfile.co.uk/d/v1_2/Invoice_Create

Another thing you may wish to look at is Zapier. I don’t have access to WooCommerce to look into it in too much detail, but you may be able to trigger a new invoice through Zapier:
https://zapier.com/sign-up/?next=/app/editor/template/6901

Lastly, there is an active feature request for multi-line invoice importing that you may wish to add your vote/comments to:

Multi-line invoice importing

Hi, I was very, very enthusiastic about QuickFile until I discovered to my horror that you can create multi-line sales invoices manually but you can’t import them. Can this really be true? How many invoices does anyone ever create with only one line in them? In my profession I have labour, parts and certification for example. Is there not a tool to import a CSV file where each row represents a line of the invoice? If this really is not possible then a secondary question is: how do I completely …

[ian_roberts]

@bradleysp

Ideally I would like to be able to tag each line to a project, so an event sale of entry ticket and separate food order could be tagged to “event” and “food” projects, which would make showing profitably SOOOO easy.

In QuickFile you can only apply project tags to the invoice as a whole, not to individual lines, though you could use different nominal codes for the lines (which would separate them on the P&L report but wouldn’t allow you to link sales and purchase items to the same tag).