How to Import or Export Invoices
Being able to move large amounts of data in and out of your Helcim Account can help you save a lot of time on manual data entry.
To import or export your invoice information, select the
Import/Export option under Invoicing.
If you want to import data to your account, you can do so using a CSV File. Click on the
CSV File to confirm the import type, then click
Use the drop-down menu to select the date format that matches your formatting, then select the file you want to upload by clicking on the
To ensure your data is formatted correctly, download the
Sample Filethat is included in the Upload File screen to view an example of how the data needs to be formatted.
You will get a notification once the file is successfully uploaded and if there are any errors with the document.
Once the file has been added click on
Review the data that will be uploaded before clicking
Confirm to upload the information. If you need to make any changes, you can click
Back to return to the previous screen. If everything is correct, click
Confirm to upload the information.
If the system detects an error in the data, the information will be displayed below the Invoices to Import for your review. Once you click
Confirm, the information will upload, and you will see a confirmation message for the information that was added.
If you want to export your invoice information, navigate to the
Import / Export section of invoicing, and click on
Export on the right-hand side of your screen.
You can choose to export your data as a CSV File, or to QuickBooks Desktop.
After you have selected the format you would like, click ‘Next’.
You can customize how you want the information exported, including:
- Date Format
- Invoice Status
- Date Range
- Email address you want the report sent to
- If you want to include Invoice Items
After you’ve confirmed the export settings, click on
Export. A pop-up message will confirm if the export was successful.