![]() ![]() Select Load Map > choose your invoice map > click Open.On the welcome screen, set up the drop-downs with Import Type: Invoice.In Transaction Pro Importer's welcome screen, click Browse to open the invoice CSV file > select the file > then, click Open.Open QuickBooks Desktop, then open Transaction Pro Importer.Once you've set up QuickBooks Desktop and Transaction Pro Importer, follow the steps below to import client invoices regularly: Import client invoices to QuickBooks Desktop Use the exported invoice and bill CSVs to do your initial Transaction Pro Importer set up. The invoices will automatically download to your device and move to the Exported Invoices Report.Ĭommonsku tip - If this is your first time importing bills to QuickBooks Desktop, export a single bill to use for the initial setup. Select the box beside the invoices you'd like to export and then click Export Selected to CSV or Export All to CSV.In Finance > Invoicing > select Stage: Invoices.Import supplier bills to QuickBooks DesktopĪ team admin will need to change your accounting integration settings to export invoices and bills as CSV files.Įnsure you have set up QuickBooks Desktop, including adjusting client names, supplier names, and tax items, before you begin importing your client invoices and supplier bills. Last but not least, Billings can be used to analyze your overall activity, to generate professional looking reports, and much more.How to Import Invoices & Bills into QuickBooks Desktop Learn how to import your client invoices and supplier bills into QuickBooks Desktop, using Transaction Pro Importer. Based on the gathered data, the application is able to quickly generate invoice documents that can be sent to your clients in no time. Complex yet easy to use time tracking solutionīillings proposes simple solutions for monitoring the time spent working on a certain projects. This way, you will have an extensive view upon your proceedings in no time. Analyze your activityīillings also enables you to generate reports about your clients, projects, invoices, payments, taxes collected, and much more. As a result, you will be able to send them to your clients almost instantly (you can use the Mail.app, or you can export the data to a. To streamline the entire process, Billings comes with a collection of beautiful invoices templates that can be used to create professional looking documents in no time. The app automatically calculates the bill taking into account your hourly rate and you can use the data to quickly generate invoices. ![]() Note that you can have multiple timers running at the same time. Set up multiple timers and generate invoicesīillings offers you the possibility to define multiple timers and associate them with specific projects. In addition, for each client, you can view all assigned projects, but also the associated payments, retainers, or statements. The main area of the Billings window is reserved for browsing the content of each category. Organized user interfaceįinding your way around the application is fairly intuitive: on the left side of the main window you can view a list of all your clients (you can organize them into groups), and various smart folders (All Clients, Recurring, Reports, Personal Projects, All Slips, and Unfilled Slips). Billings is a powerful tool that is able to monitor multiple projects and clients at the same time, helps you create estimates and bills, can generate activity reports and much more. If you are a freelance worker it is imperative to record the time spent on a project in order to generate invoices for your clients. ![]()
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