An efficient way to import invoices with a lot of line items.

Currently we have to manually enter long invoices with many line items (each line going to different GL account, project #, etc.). There is a way to import an invoice using Excel, but this method does not save any time since all the data for the entire invoice has to be entered all on one row. What would help immensely is a new import Excel file that has a separate row for each line item on the invoice. That way we can just copy and paste our long invoices into the import quickly.

  • Patrick Jamieson
  • Jan 30 2025
  • No Status
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