Bulk QuickBooks Invoicing

To create QuickBooks Invoice in Bulk, follow below steps -

1. Navigate to the relevant source record in Salesforce.

2. Click the “QuickBooks Bulk Upload” button.

3. A new screen will open displaying:

   1. Instructions for the CSV file format

   2. An option to download the invoice template CSV file

   3. An option to upload the completed CSV file

4. Download the template CSV file and enter the required invoice details in the provided format.

5. Upload the completed CSV file.
   The system will automatically validate the uploaded data to ensure all required fields, formats, and values are correct.

6. After validation, a preview screen will appear showing the uploaded records in a table format.
   This screen will display:

   1. Valid rows that are ready for processing

   2. Invalid rows with data issues or validation errors

7. Review the records and correct any invalid entries if required.

8. Once all records are verified, click “Create Invoices” to generate invoices in bulk in QuickBooks.