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Invoices, bills and lists

Bank lines are only part of the books. This category covers the other imports QuickBooks and Xero accept: invoices, bills, sales receipts, purchase orders, payments and expenses, plus the customer, vendor and product lists those records need. It also covers sales from Shopify, Amazon, Etsy and point-of-sale systems. Start with Upload Invoices to QuickBooks Online from a Spreadsheet, because the same column rules repeat in almost every other import here.

  1. Import Products and Services into QuickBooks Online

    How to import products and services into QuickBooks Online from Excel: item types, income accounts, prices and the columns the importer needs.

    Published October 3, 2026products and servicesQuickBooks Onlineitem list

  2. Import Purchase Orders into QuickBooks Desktop

    How to import purchase orders into QuickBooks Desktop from Excel or IIF, which editions support it and the vendor and item names that must match.

    Published September 10, 2026purchase ordersQuickBooks DesktopIIF

  3. Import Inventory Items into Xero

    How to import inventory items into Xero with its items template: codes, sales and purchase prices, accounts and tracked items with opening quantities.

    Published May 23, 2026inventoryXeroitems

  4. Import Invoices into Xero from a CSV Template

    How to import invoices into Xero with its CSV template: required columns, invoice numbers that group line items and contacts that must match exactly.

    Published May 14, 2026XeroinvoicesCSV template

  5. Import PDF Invoices into QuickBooks Online

    How to import PDF invoices into QuickBooks Online: why PDFs need converting first, what goes on each line and how to attach the original PDF to each invoice.

    Published April 16, 2026invoicesQuickBooks OnlinePDFCSV import

  6. QuickBooks Import Sales Orders: Desktop Only

    Can QuickBooks import sales orders? Why sales orders exist only in Desktop Premier and Enterprise, the import routes there and what Online uses instead.

    Published March 23, 2026sales ordersQuickBooks Desktopestimates

  7. Import eBay Sales into QuickBooks from Payouts

    How to import eBay sales into QuickBooks from eBay's transaction report, split payouts into sales and fees and match each payout to the bank deposit.

    Published December 20, 2025eBaypayoutsmarketplace sales

  8. Import Etsy Sales into QuickBooks from Etsy Reports

    How to import Etsy sales into QuickBooks from Etsy's monthly CSV: sales, fees, shipping labels and deposits recorded so the bank lines match.

    Published November 4, 2025Etsymarketplace salesfees

  9. Import Bills into QuickBooks Online from a Spreadsheet

    How to import bills into QuickBooks Online from a spreadsheet: one row per bill line, vendor names that match and due dates that set payment reminders.

    Published October 27, 2025billsaccounts payablevendors

  10. Import Estimates into QuickBooks Online

    How to import estimates into QuickBooks Online when there's no built-in importer: the routes that work and which fields carry over to each estimate.

    Published September 30, 2025estimatesQuickBooks Onlinelists

  11. Import Amazon Sales into QuickBooks from Settlements

    How to import Amazon sales into QuickBooks from settlement reports: gross sales, Amazon fees and refunds recorded so each payout matches the bank.

    Published August 16, 2025Amazonmarketplace salesclearing account

  12. Import Payments into Xero Against Invoices

    How to import payments into Xero against invoices: the routes that exist, applying each payment to the right invoice and matching the bank line.

    Published August 12, 2025Xeropaymentsreconciliation

  13. Import Credit Memos into QuickBooks Online

    How to import credit memos into QuickBooks Online when customers get refunds or credits, and how each credit memo applies against an open invoice.

    Published July 28, 2025credit memosQuickBooks Onlineaccounts receivable

  14. Import Purchase Orders into QuickBooks Online

    How to import purchase orders into QuickBooks Online from a spreadsheet: the plans that allow it, the columns needed and vendors that must exist first.

    Published July 15, 2025purchase ordersvendorsspreadsheet import

  15. Import Invoices into QuickBooks Desktop from Excel

    How to import invoices into QuickBooks Desktop from Excel: the editions that support it, the layout to use and the IIF route for older versions.

    Published July 6, 2025invoicesQuickBooks DesktopExcelIIF

  16. Import Bills into Xero from a CSV Template

    How to import bills into Xero with the bills CSV template: one row per line, supplier names that match and due dates that drive payment planning.

    Published June 20, 2025XerobillsCSV import

  17. Import POS Sales into QuickBooks Online

    How to import POS sales into QuickBooks Online from a point-of-sale end-of-day report, with card sales, cash and fees matched to bank deposits.

    Published June 11, 2025POSdaily salesdeposits

  18. Import Bills into QuickBooks Desktop

    How to import bills into QuickBooks Desktop with Excel batch entry or an IIF file, and how to pay them later so the bank payment matches each bill.

    Published April 26, 2025billsQuickBooks Desktopaccounts payable

  19. Import Sales into QuickBooks: Daily Totals or Each Sale

    How to import sales into QuickBooks as daily summaries or individual sales receipts, and how to match the bank deposits that follow each sale.

    Published April 6, 2025sales receiptsdaily salesdeposits

  20. Import Expenses into QuickBooks Desktop from Excel

    How to import expenses into QuickBooks Desktop from Excel by batch entry or IIF, with the account and payee names that must match before you start.

    Published April 3, 2025expensesQuickBooks Desktopbatch entry

  21. Import Contacts into Xero from a CSV

    How to import contacts into Xero from a CSV file: the template columns, customer and supplier contacts, and how to avoid creating duplicate contacts.

    Published March 30, 2025XerocontactsCSV import

  22. Upload Sales Receipts to QuickBooks Online

    How to upload sales receipts to QuickBooks Online from a spreadsheet: the columns needed, the deposit account to choose and matching the bank deposit.

    Published March 20, 2025sales receiptsQuickBooks Onlinedeposits

  23. Upload Invoices to QuickBooks Online from a Spreadsheet

    How to upload invoices to QuickBooks Online from a CSV or Excel file: the columns it needs, one row per line item and customers that must match exactly.

    Published March 15, 2025invoicesCSV importcustomers

  24. Import Payments into QuickBooks Online Against Invoices

    How to import payments into QuickBooks Online so each customer payment closes the right invoice, plus the bank deposit match that follows.

    Published March 1, 2025paymentsinvoicesdeposits

  25. Import Expenses into QuickBooks Online from Excel

    How to import expenses into QuickBooks Online from Excel: the bank upload route, the expense columns that carry over and payees to set up first.

    Published February 21, 2025expensesExcelbank upload

  26. Import Customers into QuickBooks Online from a CSV

    How to import customers into QuickBooks Online from a CSV or Excel file: column mapping, duplicate names and the details to tidy before you upload.

    Published January 14, 2025customersCSV importlists

  27. Import Shopify Sales into QuickBooks Online

    How to import Shopify sales into QuickBooks Online from Shopify reports, with fees, refunds and payouts recorded so each bank deposit matches.

    Published December 18, 2024Shopifypayoutssales receipts

  28. Import Vendors into QuickBooks Online from a CSV

    How to import vendors into QuickBooks Online from a spreadsheet so bank imports find payees: the columns, mapping screen and duplicate names to avoid.

    Published December 1, 2024vendorslistsCSV import