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.
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 October 17, 2026sales receiptsQuickBooks Onlinedeposits
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 October 17, 2026invoicesCSV importcustomers
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 October 17, 2026sales ordersQuickBooks Desktopestimates
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 October 17, 2026vendorslistsCSV import
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 October 17, 2026Shopifypayoutssales receipts
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 October 17, 2026sales receiptsdaily salesdeposits
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 October 17, 2026purchase ordersvendorsspreadsheet import
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 October 17, 2026purchase ordersQuickBooks DesktopIIF
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 17, 2026products and servicesQuickBooks Onlineitem list
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 October 17, 2026POSdaily salesdeposits
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 October 17, 2026invoicesQuickBooks OnlinePDFCSV import
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 October 17, 2026Xeropaymentsreconciliation
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 October 17, 2026paymentsinvoicesdeposits
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 October 17, 2026XeroinvoicesCSV template
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 October 17, 2026invoicesQuickBooks DesktopExcelIIF
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 October 17, 2026inventoryXeroitems
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 October 17, 2026expensesExcelbank upload
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 October 17, 2026expensesQuickBooks Desktopbatch entry
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 October 17, 2026Etsymarketplace salesfees
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 October 17, 2026estimatesQuickBooks Onlinelists
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 October 17, 2026eBaypayoutsmarketplace sales
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 October 17, 2026customersCSV importlists
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 October 17, 2026credit memosQuickBooks Onlineaccounts receivable
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 October 17, 2026XerocontactsCSV import
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 October 17, 2026XerobillsCSV import
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 17, 2026billsaccounts payablevendors
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 October 17, 2026billsQuickBooks Desktopaccounts payable
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 October 17, 2026Amazonmarketplace salesclearing account