Issue when importing sales invoices

1

Hi everyone,

I am currently migrating a client of mine from QBO to Manager and I am experiencing an issue when importing the client’s sales invoices using the Batch Create function. The customer name and the account do not get uploaded as shown below. I have tried multiple times ensuring the customer name and account number are written exactly the same but it still isn’t working.

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Would anyone know how to fix this?

Best regards,
Didier

2

Manually enter a range of data to cover what you want to enter via batch create.

Use batch update to see the exact format you would have needed to do to enter the test data via batch create (identical except no key field)

Use this information to do the bulk of the data entry.

Hint

  • Each tab in Manager approximates to a database table
  • Enter data leaf data prior to records which reference the leaf data
  • Links between database tables was done via a UUID in the past but now can be done via the code field
3

Hi,

Thank you for your post but I’m still unsure how to proceed. Would you mind being a bit more detailed? Perhaps adding a couple of screenshots would be useful.

Thanks,

4

You have to create the customers before you create the invoices

You can use batch create for both

Depending on how the invoice lines are coded you may also have to create inventory itens and/or accounts before creating the invoices

If you give each customer/inventory item a unique code you can use these codes on the invoice

Enter a customer and a Sale Invoice, then use Batch Update to see what information is needed

5

Depending on the volume, it might be easier to just enter the outstanding invoices manually to establish the opening balances

6

Hi Joe91,

Thanks for your input. The customers and accounts in the chart of accounts have already been created hence why I do not understand why Manager is not picking them up when I import them via the batch create function. Unfortunately there are quite a lot of invoices to import, so amending them manually would take a lot of time.

7

Enter a few typical invoices manually, use Batch Update to see what fields you need to enter

You do all this in a test business

8

You can’t use the names, you should either use Code or UUID.

Check this post for more details:

9

Hi Ealfardan,

Thanks for your assistance. Tried it with supplier codes and accounts codes and it works!

Best regards,