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How to Upload Invoices Using Excel
How to Upload Invoices Using Excel
Moishe avatar
Written by Moishe
Updated over 3 weeks ago

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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