How can I import line-items using Excel?

The following tutorial applies to invoices, estimates and purchase orders:

1. Go to Invoices tab

2. Click “New Invoice”or select an existing invoice and click “Edit”

3. Click the “+Import Items” link.


4. Download our Excel line-item import template.


5. Fill in your line-items in the Excel spreadsheet, then save your file.





6. Select “Choose File” and select the file you have saved.

7. Click “Import Items”┬áThe imported line-items will now appear in your invoice !