---
title: QuickBooks Online – Import Customer Invoices from Usked (Transaction Pro)
description: "**Import and Submit Customer Invoices via Transaction Pro** ### **Purpose** **This procedure outlines the steps required to set up Transaction Pro and prepare users to import data into QuickBooks Online (QBO).** --- ### **System Access** **Systems:**[**QuickBooks Online**](https://app.qbo.intuit.com/)**and**[**Transaction Pro**](http://importer.transactionpro.com/) **Login: Log…"
url: "https://usked.com/kb/quickbooks-online-import-customer-invoices-from-usked-transaction-pro/"
updated: "2026-03-12"
category: "How-To Tutorials / Accounting Integrations"
---

# QuickBooks Online – Import Customer Invoices from Usked (Transaction Pro)

**Import and Submit Customer Invoices via Transaction Pro**

### **Purpose**

**This procedure outlines the steps required to set up Transaction Pro and prepare users to import data into QuickBooks Online (QBO).**

---

### **System Access**

**Systems:**[**QuickBooks Online**](https://app.qbo.intuit.com/)**and**[**Transaction Pro**](http://importer.transactionpro.com/)

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

---

### **Procedure**

- **Prepare Usked Invoice Export File**
- **Import via Transaction Pro**
- **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**
- **Review Products and Services (if required)**

---

### **Prepare Usked Invoice Export File**

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

![image 68](https://usked.com/wp-content/uploads/2026/03/image-68-1024x514.png)

1. **Update the Start/End Date in the search criteria.**
2. **Click Search.**
3. **Download the CSV File.**
4. **Add the following columns:**
   1. **TxnDate → Invoice Date**
   2. **DueDate → Invoice due Date**
   3. **Location → 2-letter state (OPTIONAL)**

![image 93](https://usked.com/wp-content/uploads/2026/03/image-93-1024x130.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 updated file to your computer**

### **Import via Transaction Pro**

**This process automatically generates customer invoices, including customer addresses, products and services, locations, and/or classes.**

1. **Go to**[**Transaction Pro**](http://importer.transactionpro.com/)**.**
2. **Click OPEN APP.**

![image 74](https://usked.com/wp-content/uploads/2026/03/image-74-1024x95.png)

1. **Click SELECT >>**

![image 66](https://usked.com/wp-content/uploads/2026/03/image-66-1024x62.png)

1. **Click Import File.**

![image 85](https://usked.com/wp-content/uploads/2026/03/image-85-1024x222.png)

1. **Click Invoices.**

![image 91](https://usked.com/wp-content/uploads/2026/03/image-91-1024x542.png)

1. **Drop and drop the CSV file, or click to browse and select the file.**

![image 88](https://usked.com/wp-content/uploads/2026/03/image-88-1024x716.png)

1. **Click SELECT FILE & SHEET → **
2. **Click IMPORT SHEET (ensure file type is CSV).**
3. **Click Auto-Match Columns.**

![image 77](https://usked.com/wp-content/uploads/2026/03/image-77.png)

1. **Review QuickBooks Fields and Import columns.**
2. **Click PREVIEW AND IMPORT →**

![image 81](https://usked.com/wp-content/uploads/2026/03/image-81-1024x354.png)

1. **Click IMPORT AND CLOSE.**

![image 82](https://usked.com/wp-content/uploads/2026/03/image-82-1024x337.png)

1. **Click Yes.**

![image 67](https://usked.com/wp-content/uploads/2026/03/image-67.png)

1. **Status will display ‘In progress.’**

![image 70](https://usked.com/wp-content/uploads/2026/03/image-70.png)

1. **Click Refresh to update status.**
2. **If Status = Failed, Click ‘Failed’ to view details. **

![image 69](https://usked.com/wp-content/uploads/2026/03/image-69.png)

1. **Click click here**

![image 71](https://usked.com/wp-content/uploads/2026/03/image-71.png)

1. **Select any highlighted transaction row under Transactions to Import **
2. **Review the error message. The most common is duplicate invoice number (refnumber).**
3. **Fix by updating RefNumber values, or re-uploading a corrected file.**
4. **Click Retry Import.**
5. **If the status says Completed, Skip to Review and Submit Customer Invoices.**

---

### **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 86](https://usked.com/wp-content/uploads/2026/03/image-86.png)

1. **Click New style > Invoice.**

![image 83](https://usked.com/wp-content/uploads/2026/03/image-83-1024x334.png)

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

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

1. **Settings > Account and Settings**

![image 87](https://usked.com/wp-content/uploads/2026/03/image-87.png)

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

**Step 3 - Review Customer Invoices **

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

![image 84](https://usked.com/wp-content/uploads/2026/03/image-84.png)

1. **Select a Date Range that includes the invoice date.**

![image 90](https://usked.com/wp-content/uploads/2026/03/image-90-1024x742.png)

1. **Select all invoices.**

![image 78](https://usked.com/wp-content/uploads/2026/03/image-78-1024x269.png)

1. **Click Batch actions → Print. **

![image 75](https://usked.com/wp-content/uploads/2026/03/image-75.png)

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

![image 79](https://usked.com/wp-content/uploads/2026/03/image-79-1024x289.png)

1. **Update information as necessary.**
2. **Click Manage to ensure that the correct template is set by default.**

![image 92](https://usked.com/wp-content/uploads/2026/03/image-92-1024x477.png)

1. **Click Save.**

**Step 4 - Submit Customer Invoices**

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

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

![image 72](https://usked.com/wp-content/uploads/2026/03/image-72.png)

---

### **Review Products and Services**

**Use this step only if you need to create new Products and Services using the import file.**

**If all required Products and Services already exist in QuickBooks Online, you may skip this section.**

- **Step 1 - Navigate to Products and Services**
- **Step 2 - Edit a Product or Service**

#### **Step 1 - Navigate to Products and Services**

1. **Go to Settings ⚙️**
2. **Lists → Products and Services**

![image 89](https://usked.com/wp-content/uploads/2026/03/image-89-1024x747.png)

#### **Step 2 - Edit a Product or Service**

**Ensure each Product or Service is mapped to the correct Category, Class, and Income Account.**

1. **Search for the new Product or Service created through Transaction Pro.**
2. **Click Edit in the Action column.**

![image 80](https://usked.com/wp-content/uploads/2026/03/image-80-1024x328.png)

1. **Review Category, Class and Income Account***

![image 76](https://usked.com/wp-content/uploads/2026/03/image-76.png)

1. **Leave Description blank amd keep Price/rate set to 0.**
2. **Select Also update this account in historical transactions**

![image 73](https://usked.com/wp-content/uploads/2026/03/image-73.png)

1. **Click Save**

**Want to learn more about how to add Products and Services? Click**[**here**](https://uskedcrm.zohodesk.com/portal/en/kb/articles/quickbooks-online-add-products-and-services)**.**