Request offers a QuickBooks-ready CSV that you can generate and use to quickly import your invoice data into QuickBooks Online.
To import other data into QuickBooks Online, refer to these resources:
Would you like to sync your crypto transactions to QuickBooks? Access a fully automated sync of your transactions with Consola (by Request Finance).
How to import invoices into QuickBooks Online
Exporting invoices from Request
Log into Request
Navigate to the Invoices menu
Click on the meatballs icon "..." (see image below)
Click on Download CSV
Select QuickBooks CSV
Click on Download
If applicable: once downloaded, convert the USD values in the CSV to the currency you're using in QuickBooks
Importing your invoices CSV into QuickBooks
Requirements before you can import invoices in QuickBooks:
If not already done: convert USD values in the CSV to the currency you use in QuickBooks (see step 7 above).
Importing your invoices into QuickBooks:
Log into QuickBooks
Navigate to the Sales > "All sales" menu
Click on New Transaction
Click on Import Invoices
Follow the instructions to import your CSV from Request
If you're importing new customers, products, or services with the CSV, tick Add new contacts that don't already exist in QuickBooks" and/or "Add new products/services that don't already exist in QuickBooks
When asked to select the date format, select D/M/YYYY
Having issues? Refer to QuickBooks' help article for importing invoices or contact us.