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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
QuickBooks Enterprise’s native import tool struggles with simultaneous multi-line invoice creation, especially when dealing with complex line item structures and bulk processing to a single customer.
Here’s how to overcome these limitations and successfully import multiple invoices at once without the validation errors that plague standard QuickBooks imports.
Bulk import multiple invoices simultaneously using Coefficient
Coefficient provides superior capabilities for QuickBooks Enterprise bulk invoice import through its advanced export functionality. Unlike QuickBooks ‘ native import which processes one invoice at a time, Coefficient can handle multiple multi-line invoices simultaneously with batch processing capabilities and built-in error handling.
How to make it work
Step 1. Set up your invoice data in your spreadsheet.
Create columns for Customer ID, Invoice Date, Line Item descriptions, quantities, rates, and any custom fields like PO numbers and memo fields. Make sure each row represents a line item, with invoice headers repeated for multi-line invoices.
Step 2. Connect Coefficient to QuickBooks Enterprise.
Install Coefficient and establish your QuickBooks Enterprise connection. This requires Admin/Master Admin permissions, but once connected, you can share access with team members without exposing credentials.
Step 3. Configure the INSERT action for bulk processing.
Use Coefficient’s INSERT action to create new invoices in QuickBooks Enterprise. Configure the export mapping to handle invoice headers and line items automatically, eliminating the manual formatting requirements of native QuickBooks tools.
Step 4. Preview and validate before import.
Before pushing data to QuickBooks Enterprise, use Coefficient’s preview feature to identify potential errors and validate line item structures. This prevents the common import failures that occur with native QuickBooks tools.
Step 5. Execute the bulk import with results tracking.
Run the import process. Coefficient automatically creates status columns showing successful imports, error messages, and QuickBooks URLs for each created invoice, providing complete visibility into the bulk import process.
Start importing invoices efficiently
This approach eliminates the manual formatting requirements and validation errors commonly encountered with QuickBooks Enterprise’s standard import tools while enabling true simultaneous processing. Try Coefficient to streamline your invoice import workflow today.
