How to Upload Invoices Using Excel
The new Excel upload feature in ConnectBooks allows you to upload multiple invoices at once.
Navigating to the Sales Section
To begin uploading invoices using Excel, navigate to the inventory tab, and click on sales.
Clicking the Import Button
In the Invoices tab, click the import button on the top right.
Downloading the Sample Template
Before filling out the Excel template, it is recommended to download the sample template to see an example of the required format. Please note that the template may vary based on your settings. For example, if warehouse tracking is disabled, the warehouse column will not appear.
Fill Out the Excel Template
Enter Invoice Details (Header Section)
Reference Number (Required) – e.g., 122
Date (Required) – e.g., 2/2/2025
Due Date (Optional)
Customer (Required) – e.g., Apple
Memo (Optional)
Enter Item Details
Item Name
Quantity
Cost (price per unit, this field is optional)
Amount (Total cost of the items)
The system will use the "amount" column to calculate the cost per item.
Additional fields:
Warehouse
U/M
Adding Multiple Invoices
To add another invoice, simply add a new row with a new reference number and date. A new reference number indicates a new invoice.
Upload the Completed Excel Sheet
Ensure all Customers, items, and warehouses exist in ConnectBooks. If any field (Customer, item, warehouse) doesn’t exist in ConnectBooks, by default it wont save, unless you fill in Create New.
Create New
If you want ConnectBooks should create new Customers, items, or warehouses from the excel upload if it doesn't exist in our system, fill in "Yes" in this column.
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