You can upload many invoices at once with an Excel sheet in ConnectBooks.
Open the import window
Go to the ConnectStock tab and click Sales.
In the Invoices tab, click Import on the top right.
Download the sample template
Before you fill in the sheet, download the Sample Template to see the format you need. The template can change based on your settings. For example, if warehouse tracking is off, the Warehouse column won't show.
Fill in the Excel template
Invoice details (header):
Ref Number (required), for example 122
Date (required), for example 2/2/2025
Due Date (optional)
Customer (required), for example Apple
Memo (optional)
Item details:
Item
Quantity
Price (price per unit, optional)
Amount (the total price for the line)
If you fill in Amount, the price per item is Amount ÷ Quantity. If Amount is blank, ConnectBooks uses Price, and the line total is Price × Quantity.
Other columns:
Warehouse
U/M
Add more than 1 invoice
To add another invoice, add a new row with a new Ref Number and date. A new Ref Number starts a new invoice.
Check your customers, items and warehouses
Make sure all customers, items and warehouses already exist in ConnectBooks. If one doesn't, that whole invoice won't import (all its rows), unless you fill in Create New.
Create New
If you want ConnectBooks to create new customers, items or warehouses from your sheet when they don't exist yet, type "Yes" in this column.
Upload the completed sheet
Drag the file in or click choose file, then click Import.
Frequently asked questions
What if a customer or item doesn't exist in ConnectBooks yet?
Type "Yes" in the Create New column and ConnectBooks creates it for you. Otherwise that whole invoice won't import (all its rows).
How is the price per item worked out?
If you fill in Amount, the price per item is Amount ÷ Quantity. If Amount is blank, ConnectBooks uses Price, and the line total is Price × Quantity.
Why don't I see a Warehouse column?
Warehouse tracking is off for your file, so the template leaves it out.