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Hello,

I would like to import our invoices from QuickBooks. Is it possible to import them while maintaining the original invoice date and ship dates?

Thanks

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Hello ehukki,



Yes, it is possible to import invoices into Odoo while maintaining the original invoice date and ship dates. Here’s how you can achieve this:


  Prepare Your CSV/Excel File: Ensure your import file includes columns for 'Invoice Date' and 'Shipping Date'. The column headers should match the corresponding field names in Odoo.

  Import the File: Navigate to Accounting > Invoices, then click on "Import a File." Upload your prepared CSV/Excel file.

  Map the Fields: In the import screen, Odoo will attempt to automatically map the columns from your file to the corresponding fields in Odoo. Manually adjust the mappings to ensure 'Invoice Date' and 'Shipping Date' columns are correctly mapped to the respective fields in Odoo.

  Date Format: Ensure that the date format in your CSV/Excel file matches Odoo's expected date format. If there are discrepancies, Odoo might not import the dates correctly. You may need to adjust the date format in your file before importing.

  Test the Import: Before importing the entire file, test with a small subset of data to ensure the dates are being imported correctly. This helps avoid errors in the full import.


For personalized assistance:
https://www.pragtech.co.in/contact-us-mql.html

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Sure, importing invoices from QuickBooks into Odoo while keeping the origianl invoice date adn ship dates intact is definitely do-able. The main challenge here is gettin' the data mapping right during the import process. In Odoo, you can use the import function in the Invoicing app. When you prepare your CSV or Excel file for import, make sure it includes columns for invoice dates and ship dates that map to the corresponding fields in odoo.


first, ya gotta make sure your Dates are formatted correctly in your CSV to match Odoo's format, usually YYYY-MM-DD. And you’ll want to match the invoice data fields exactly so odoo knows where to place this data. On the import screen in odoo, there’s an option to map each column in your file to a field in Odoo. Do this carefully to avoid mixups. Simple, but it can trip ya up if you're not careful!


One more thing, when you’re dealing with batch invoices, double-check you're importing them with the correct currency and tax details are aligned with Odoo’s settings to avoid mismatches. I'd say, if you hit a snag, you might want to get advice from someone who's worked with both systems to make it smoother.

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