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karser / EasyQuickImport

EasyQuickImport — Import transactions, invoices and bills into QuickBooks Desktop from Excel or CSV
https://github.com/karser/EasyQuickImport
MIT License
15 stars 8 forks source link

Autofill data #5

Closed MrEinstin closed 1 year ago

MrEinstin commented 2 years ago

When creating the import spreadsheet for invoices, do I have to provide ALL of the import information that is needed on the invoice? For example, can I just provide the customer account number and it merge the other customer data such as the account name and address? Same example for the billed line item. If I just provide the item code will it fill in the description and the rate?

Thanks in advance.

MrEinstin commented 2 years ago

Apparently the importer has issues with later versions of MS Excell. Caused 500 internal server error. However saving as comma delimited csv I was able to get to the mapping stage. I couldn't go any further though since my available fields do not match with your hard coded import fields.

karser commented 1 year ago

Hello. Sorry for the late reply. Those fields are not hardcoded - you can map them as you can see on this screenshot image More info on the video https://www.youtube.com/watch?v=ZKe002JUIww