Importing Invoices into QuickBooks

Importing Invoices into QuickBooks

Import Invoices into QuickBooks

For QuickBooks, we offer a batch upload process that allows invoices from Evolv to be uploaded into QuickBooks.

To ensure each invoice is assigned to the correct customer, the customer display name in QuickBooks must match the customer name in Evolv. It is therefore important that your QuickBooks customers are imported into Evolv correctly.

If you need assistance with this, please contact support at support@evolv.digital.

Creation Date: Apr 07, 2026
Created By: Aidan Quin

1. A. Click on Reports B. Click Accounting Reports

A. Click on Reports B. Click Accounting Reports

2. Click on QuickBooks

Click on QuickBooks

3. Click on Invoices

Click on Invoices

4. A. Select the Date Range B. Click on Apply

A. Select the Date Range B. Click on Apply

5. Click on Download CSV

Click on Download CSV

6. Click on Open QuickBooks

Click on Open QuickBooks

7. Click on Browse and Select the Invoices File

Click on Browse and Select the Invoices File

8. Select Add new contacts that don't already exist in QuickBooks.

Select Add new contacts that don't already exist in QuickBooks.

9. Click on Next

Click on Next

10. A. Click on * Select date format B. Select D/M/YYYY

11. Click on Next

Click on Next

12. Click on Start import

Click on Start import

13. Click on OK

Click on OK

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