---
title: QuickBooks Online – Import Customer Invoices from Usked (No Transaction Pro)
description: "**Import and Submit Customer Invoices via QBO** ### **Purpose** **This procedure outlines the steps required to import customer billing invoices into QuickBooks Online (QBO) using Usked Invoice Export file through the native import feature, while maintaining data integrity and preventing…"
url: "https://usked.com/kb/quickbooks-online-import-customer-invoices-from-usked-no-transaction-pro/"
updated: "2026-03-12"
category: "How-To Tutorials / Accounting Integrations"
---

# QuickBooks Online – Import Customer Invoices from Usked (No Transaction Pro)

**Import and Submit Customer Invoices via QBO**

### **Purpose**

**This procedure outlines the steps required to import customer billing invoices into QuickBooks Online (QBO) using Usked Invoice Export file through the native import feature, while maintaining data integrity and preventing duplicate or incorrect records. **

**This guide is intended for users importing customer invoices into QBO using its built-in CSV import feature. Transaction Pro is not used in this process.**

---

### **⭐ Highly Recommended**

[**Transaction Pro**](http://importer.transactionpro.com/)**(recommended automation tool)**

**Transaction Pro may be used to streamline and automate the invoice import process in QuickBooks Online.**

**Benefits:**

- **Automates recurring imports**
- **Overrides or updates existing data when needed**
- **Reduce manual corrections and rework**
- **Minimize steps required in the Pre-QBO Invoice Data Import checklist**
- **Improves audit trail visibility and control**

**Want to set up Transaction Pro now? Click**[**here**](https://uskedcrm.zohodesk.com/portal/en/kb/articles/quickbooks-online-set-up-transaction-pro)**.**

---

### **System Access**

**System:**[**QuickBooks Online**](https://app.qbo.intuit.com/)

**Login: Log in to QBO using your assigned credentials.**

### **Procedure**

- **Pre-QBO Invoice Data Import Checklist**
  - **Step 1 - Usked Invoice Export File**
  - **Step 2 - Review Existing Master QBO Data**
  - **Step 3 - Update Lists (**[**Locations**](https://uskedcrm.zohodesk.com/portal/en/kb/articles/quickbooks-online-add-locations)**,**[**Classes**](https://uskedcrm.zohodesk.com/portal/en/kb/articles/quickbooks-online-add-classes)**,**[**Products & Services**](https://uskedcrm.zohodesk.com/portal/en/kb/articles/quickbooks-online-add-products-and-services)**)**
  - **Step 4 - Update**[**Customers Addresses**](https://uskedcrm.zohodesk.com/portal/en/kb/articles/quickbooks-online-add-customer-addresses)
- **QBO Import Data **
  - **Step 1 - Open Import Tool**
  - **Step 2 - Select Record Type**
  - **Step 3 - Upload CSV File**
  - **Step 4 - Map Fields**
  - **Step 5 - Validate & Import**
- **Submit Customer Invoices via QBO**
  - **Step 1 - Update Invoice Template**
  - **Step 2 - Update Message Template**
  - **Step 3 - Review Customer Invoices**
  - **Step 4 - Submit Customer Invoices**

---

### **Pre-QBO Invoice Data Import (Required Checklist)**

**Complete ALL steps before importing invoice data into QBO. Failure to complete these steps may result in import errors or duplicate records. **

- **Step 1 - Usked Invoice Export File**
- **Step 2 - Review Existing Master QBO Data**
- **Step 3 - Update Lists (**[**Locations**](https://uskedcrm.zohodesk.com/portal/en/kb/articles/quickbooks-online-add-locations)**,**[**Classes**](https://uskedcrm.zohodesk.com/portal/en/kb/articles/quickbooks-online-add-classes)**,**[**Products & Services**](https://uskedcrm.zohodesk.com/portal/en/kb/articles/quickbooks-online-add-products-and-services)**)**
- **Step 4 - Update Customers**[**Addresses**](https://uskedcrm.zohodesk.com/portal/en/kb/articles/quickbooks-online-add-customer-addresses)

#### **Step 1 - Usked Invoice Export File**

1. **Billing Menu → Reports → Customer Billing → QuickBooks Invoice Export**

![image 47](https://usked.com/wp-content/uploads/2026/03/image-47-1024x514.png)

1. **Update the Start/End Date in the Search Criteria**
2. **Click Search**
3. **Download CSV File**
4. **Add two new columns**
   1. **TxnDate → Invoice Date**
   2. **DueDate → Invoice due Date**

![image 65](https://usked.com/wp-content/uploads/2026/03/image-65-1024x130.png)

1. **Verify the Refnumber column**

- **No duplicate invoice numbers**
- **Invoice numbering follows billing sequence.**

**⚠️Duplicate invoice numbers will cause import failures.**

1. **Save the file to your computer**

#### **Step 2 - Review Existing Master QBO Data**

**Ensure that the following lists and addresses exist in the QBO Data.**

- **Lists**
  - [**Locations**](https://uskedcrm.zohodesk.com/portal/en/kb/articles/quickbooks-online-add-locations)
  - [**Classes**](https://uskedcrm.zohodesk.com/portal/en/kb/articles/quickbooks-online-add-classes)
  - [**Product and Services**](https://uskedcrm.zohodesk.com/portal/en/kb/articles/quickbooks-online-add-products-and-services)
- **Customer**[**Addresses**](https://uskedcrm.zohodesk.com/portal/en/kb/articles/quickbooks-online-add-customer-addresses)

#### **Step 3 - Update Lists**

**Click the links below for step-by-step instructions**

- **Products & Services ⚙️ Settings →  Lists →**[**Product and Services**](https://uskedcrm.zohodesk.com/portal/en/kb/articles/quickbooks-online-add-products-and-services)
- **Locations⚙️ Settings →  Lists → All Lists →**[**Locations**](https://uskedcrm.zohodesk.com/portal/en/kb/articles/quickbooks-online-add-locations)
- **Classes⚙️Settings  →  Lists → All Lists →**[**Classes**](https://uskedcrm.zohodesk.com/portal/en/kb/articles/quickbooks-online-add-classes)

#### **Step 4 - Update Customer Addresses**

**All Apps > Customer Hub > Customer > Edit >**[**Addresses**](https://uskedcrm.zohodesk.com/portal/en/kb/articles/quickbooks-online-add-customer-addresses)

**⚠️ Customer names must match exactly or duplicate customer records may be created during import.**

**⚠️The Bill To Address will pull from the QuickBooks Online Customer Hub instead of Usked Invoice Export file if Transaction Pro is not used.**

---

### **QBO Import Data **

- **Step 1 - Open Import Tool**
- **Step 2 - Select Record Type**
- **Step 3 - Upload CSV File**
- **Step 4 - Map Fields**
- **Step 5 - Validate & Import**

#### **Step 1 - Open Import Tool**

1. **Go to Settings⚙️ → Tools - Import Data**

![image 52](https://usked.com/wp-content/uploads/2026/03/image-52.png)

#### **Step 2 - Select Record Type**

1. **Select record type → Invoices**
2. **Click the green button Import**

![image 53](https://usked.com/wp-content/uploads/2026/03/image-53-1024x528.png)

#### **Step 3 - Upload CSV File**

1. **Select import method → Upload a file to import data **
2. **Click on the green button Upload**

![image 61](https://usked.com/wp-content/uploads/2026/03/image-61-1024x693.png)

1. **Upload your CSV file > Browse **

![image 58](https://usked.com/wp-content/uploads/2026/03/image-58-1024x568.png)

1. **Select your Usked Invoice Export file > Check Add new customers to QuickBooks**
2. **Click the green button Next**

#### **Step 4 - Map Fields**

**All mandatory fields must be mapped before proceeding. You may skip Terms and Memo. **

![image 63](https://usked.com/wp-content/uploads/2026/03/image-63-646x1024.png)

1. **Select RefNumber (Invoice No.)**
2. **Select TxnDate (Invoice Date)**
3. **Choose your Invoice Date format**
4. **Leave DueDate as is (Due Date)**
5. **Optional: Terms **
6. **Select LineItem (Item (Product/Service))**
7. **Select LineDesc (Item Description)**
8. **Select LineQty (Item Quantity)**
9. **Select LineUnitPrice (Item Rate)**
10. **Select LineAmount (Item Amount)**
11. **Optional: Memo**
12. **Re-select BillAddrState (Location)**
13. **Leave BillEmail as is (Email)**
14. **Re-select LineClass (Class)**

**Step 5 - Validate and Import **

1. **After you click Next, you should see “You’re good to go” followed by the number of invoices that will be imported**

![image 54](https://usked.com/wp-content/uploads/2026/03/image-54-1024x269.png)

1. **Wait for the import to complete**

![image 46](https://usked.com/wp-content/uploads/2026/03/image-46.png)

1. **Review The results are in**

![image 55](https://usked.com/wp-content/uploads/2026/03/image-55-1024x262.png)

| **Error** | **Cause** | **Solution** |
| --- | --- | --- |
| **Duplicate invoice** | **RefNumber is not updated** | **Change RefNumber in the Usked Invoice Export** |
| **Missing Products & Services, Classes, and/or Classes** | **Item not created under Products & Services, Classes, and/or Locations** | **Update Lists in QBO** |
| **Comments** | **LineQty is empty** | **Add 0 in the Usked Invoice Export File** |
| **Address mismatch** | **Customer address is not matched in QBO** | **Update QBO Customer Hub** |

1. **Click****Done**

---

### **Review and Submit Customer Invoices**

- **Step 1 - Update Invoice Template**
- **Step 2 - Update Message Template**
- **Step 3 - Review Customer Invoices**
- **Step 4 - Submit Customer Invoices**

#### **Step 1 - Update Your Invoice Template**

1. **Settings > Custom form styles**

![image 59](https://usked.com/wp-content/uploads/2026/03/image-59.png)

1. **Click New style > Invoice**

![image 56](https://usked.com/wp-content/uploads/2026/03/image-56-1024x334.png)

1. **Create the invoice template**
2. **Click Done**
3. **Click Edit next to your new template**
4. **Set it as default**

#### **Step 2 - Update your QBO Message Template**

1. **Settings > Account and Settings**

![image 60](https://usked.com/wp-content/uploads/2026/03/image-60.png)

1. **Click on Sales on the left side**
2. **Click the pencil icon next to ‘Messages’**
3. **Update email address and other fields if needed**
4. **Click on Done**

#### **Step 3 - Review Customer Invoices**

1. **All apps →Sales & Get Paid → Invoices**

![image 57](https://usked.com/wp-content/uploads/2026/03/image-57.png)

1. **Select a Date Range to include Invoice Date**

![image 62](https://usked.com/wp-content/uploads/2026/03/image-62-1024x742.png)

1. **Select all invoices**

![image 50](https://usked.com/wp-content/uploads/2026/03/image-50-1024x269.png)

1. **Click on Batch actions → Print **

![image 49](https://usked.com/wp-content/uploads/2026/03/image-49.png)

1. **Review the batch of invoices **
2. **Click View/Edit if you see incorrect information**

![image 51](https://usked.com/wp-content/uploads/2026/03/image-51-1024x289.png)

1. **Edit any information as needed**
2. **Click Manage to ensure that the correct template is set by default**

![image 64](https://usked.com/wp-content/uploads/2026/03/image-64-1024x477.png)

1. **Click on Save**

#### **Step 4 - Submit Customer Invoices**

1. **Select all invoices**
2. **Click Batch actions → Send**

**Note: This submit all invoices at once.**

![image 48](https://usked.com/wp-content/uploads/2026/03/image-48.png)