How to Import Estimates into QuickBooks Online?

Are you thinking about finally converting your dull old data sheets into an easily-accessible document? Thanks to QuickBooks Online, it’s easier to track data changes in real-time without sacrificing work hours to free yourself from the mundane, endless manual update.

Now you can import Estimates into QuickBooks Online without worrying about errors and discrepancies and updating your spreadsheet before you get left out.

Autymate now fully syncs data from your excel sheet into the cloud, so you can monitor your accounts seamlessly throughout the day using QuickBooks Online.

In this article, we’ll take you by the hand on how to import Estimates into QuickBooks Online.

Import Estimates into QuickBooks Online Guide

Autymate Transactions for QuickBooks Online makes it easy to import your Estimates from Excel/CSV/Text/JSON/XML files or Cloud(GoogleSheets etc.) directly into QuickBooks Online.

To get started, you’ll need the following:

An active Autymate My Transactions account and an active QuickBooks Online account to import your Estimates. There are two ways to get started right now:

1. Autymate My Transaction App Store (Recommended. If you are logged into your QuickBooks Online account)
2. Autymate My Transaction Free Trial Link (If you are not logged into your QuickBooks Online account, you may use this way.)

Watch the video:

[Video]

Steps to Import Estimates into QuickBooks Online:

To import your Estimates into QuickBooks Online using Autymate My Transactions, follow the steps below:

1. Select your source from the source dropdown e.g. CSV, Excel [Gif]
2. Select your destination (QuickBooks Online) from the destination dropdown. [Gif]
3. Select how you want your Auty-mation to run e.g. File Upload [Gif]
4. Select the action to be done in destination e.g. Create Estimates [Gif]
5. Upload your source file, which has the Estimates that you want to import and review the file data. [Gif]
6. Connect new or choose from your existing QuickBooks Online Connections [Gif]
7. Map the columns from your source data file to the corresponding fields in QuickBooks Online {List of all fields section link} [Gif]
8. Preview or fix your invoices data before finally Importing to QuickBooks Online. [Gif]
9. Name and finish your Auty-mation to import Estimates into QuickBooks Online with one click for future files. [Gif]

A few essential things to remember:

It is crucial to map the source file columns to the correct QuickBooks Online fields in Mapping step of the import. {Learn more about mapping. Separate article}

• Mapping correct fields will help Autymate Transactions (AMT) to import your invoices correctly into QuickBooks Online.
• We have an identical mapping screen to QuickBooks Online to make your life easier.

• Please refer to {Field Mappings Guide} for more info. If you need help to get your mappings right, feel free to contact our support.

  Autymate My Transactions - QuickBooks Online Fields:

  |Field Name|Description|Format|Table Name|
  |—-|—-|—-|—-|
  |Product/Service (key)|The Id of the item in the line item.|String|EstimateLineItems|
  |Product or Service name|The name of the item in the line item.|String|EstimateLineItems|
  |Product/Service Description|The line description.|String|EstimateLineItems|
  |Product/Service QTY|The number of items for the line item.|Single|EstimateLineItems|
  |Product/Service Rate|The unit price of the item.|Decimal|EstimateLineItems|
  |Product/Service Amount|The line amount.|Decimal|EstimateLineItems|
  |Product/Service Tax Code|The tax code for the item.|String|EstimateLineItems|
  |Billing Address Line 1|The first line of the billing address.|String|EstimateLineItems|
  |Billing Address Line 2|The second line of the billing address.|String|EstimateLineItems|
  |Billing Address Line 3|The third line of the billing address.|String|EstimateLineItems|
  |Billing Address City|City name.|String|EstimateLineItems|
  |Billing Address Postal Code|Postal code. The zip code for the USA and Canada.|String|EstimateLineItems|
  |Billing Address Country|Country name.|String|EstimateLineItems|
  |Billing Address State|Region within a country. For example, the state name for the USA or the province name for Canada.|String|EstimateLineItems|
  |Shipping Address Line 1|First line of the shipping address.|String|EstimateLineItems|
  |Shipping Address Line 2|Second line of the shipping address.|String|EstimateLineItems|
  |Shipping Address Line 3|Third line of the shipping address.|String|EstimateLineItems|
  |Shipping Address City|City name.|String|EstimateLineItems|
  |Shipping Address Postal Code|Postal code. For example, the zip code for the USA and Canada.|String|EstimateLineItems|
  |Shipping Address Country|Country name.|String|EstimateLineItems|
  |Shipping Address State|Region within a country. For example, the state name for the USA or the province name for Canada.|String|EstimateLineItems|
  |Class (key)|The Id of the class in the line item.|String|EstimateLineItems|
  |Class (name)|The name of the class in the line item.|String|EstimateLineItems|
  |Product/Service Service Date|The service date for the item.|DateTime|EstimateLineItems|
  |Estimate Status|The status of the transaction.|String|Estimates|
  |Accepted By|The name of the customer who accepted the estimate.|String|Estimates|
  |Accepted Date|The date the estimate was accepted. |DateTime|Estimates|
  |Estimate No.|The reference number for the transaction.|String|Estimates|
  |Email Status|The email status of the invoice.|String|Estimates|
  |Print Status|The print status of the invoice.|String|Estimates|
  |Currency Code (name)|The name of the currency used in the transaction.|String|Estimates|
  |Currency Code (key)|The Id of the currency used in the transaction.|String|Estimates|
  |Exchange Rate|The currency exchange rate. This field is valid only if the company file is set up to use multicurrency feature. In QuickBooks, exchange rates are always recorded as the number of home currency units it takes to equal one foreign currency unit. This field is available for the UK, AU, IN, and CA editions.|Decimal|Estimates|
  |Discount Percent|An XML aggregate of line items associated with the transaction.|String|Estimates|
  |Customer (key)|The Id of the customer.|String|Estimates|
  |Global Tax Calculation|The method used to apply taxes. This field is valid in the UK, AU, IN, and CA editions.|String|Estimates|
  |Customer (name)|The name of the customer.|String|Estimates|
  |Email|The email address where the invoice is sent. If the value of EmailStatus is NeedToSend, BillEmail is a required input.|String|Estimates|
  |Estimated Date|The date when this transaction occurred.|DateTime|Estimates|
  |Expiration Date|The due date for the invoice, not including any early payment discount incentives or late payment penalties. If the date is not supplied, the current date on the server is used.|DateTime|Estimates|
  |Ship Via|The Id of the shipping method associated with the transaction.|String|Estimates|
  |Shipping Date|The date for delivery of goods or services.|DateTime|Estimates|
  |Tracking No.|The tracking number for the shipping provider for the delivery of the goods associated with the transaction.|String|Estimates|
  |Message On Estimate|A message to the customer, which appears in the invoice and in the printed invoice.|String|Estimates|
  |Private Note|A private note, which will not appear on the transaction records.|String|Estimates|
  |Custom Field 1|An XML aggregate of custom field information.|String|Estimates|
  |Custom Field 2|An XML aggregate of custom field information.|String|Estimates|
  |Custom Field 3|An XML aggregate of custom field information.|String|Estimates|
  |Tax Code|The tax code for the transaction.|String|Estimates|
  |Tax Amount|The total tax calculated for the transaction, excluding any tax lines manually inserted into the transaction line list.|String|Estimates|
  |Location (key)|The Id of the department, which stores the location of the transaction as defined using location tracking in QuickBooks Online.|String|Estimates|
  |Location (name)|The name of the department, which stores the location of the transaction as defined using location tracking in QuickBooks Online.|String|Estimates|
  |Apply Discount|This field sets whether discounts are applied before the tax is calculated.|Boolean|Estimates|

FAQ’s - Autymate Transactions for QuickBooks Online:

Q: I want to import Invoices with Invoice Numbers into QuickBooks from File. Is it supported?
A: Yes, you can import Invoice Numbers from File into QuickBooks Online. [Article]

Q: Will Autymate Transactions for QuickBooks Online support QuickBooks Multi-Line Transactions?
A: Yes. Autymate Transactions support Multi-Line Transactions to import into QuickBooks Online. [Article]

Q: I made some mistakes in the mapping. Your application imported wrongly. So my QuickBooks file got corrupted. Is there any way to undo or revert?
A: Yes, it is possible to undo imported transactions from QuickBooks Online using Autymate Transactions. [Article]

Q: Are there any specific Import Settings?
A: Yes. We do have a couple of important settings for import. [Article]

Q: Does Autymate Transactions for QuickBooks Online support taxes?
A: Yes, it supports Taxes. [Article]

Q: My file has some specific date format. I don’t want to change the file. Will your product support all date formats?
A: Yes, you can import data with any date format. [Article]

Q: Do you have any sample templates?
A: Yes, we do have sample data templates for all QuickBooks Online entities. [Article]

Q: What are the file types supported by Autymate My Transactions for QuickBooks Online?
A: Autymate support CSV and Excel at the moment but we will support 250+ systems to get your source data in the next releases.

Q: How do I report the issues if I am stuck?
A: Feel free to drop an email to support@autymate.com

Possible Errors with a suggestion to fix them: