QuickBooks Invoice Line Detail Import

Upload QB Invoice Line Detail

Export a QB Sales by Item Detail or Invoice Detail report. Expected columns: Type, Date, Num, Name, Item Description, Item, Qty, Sales Price, Amount.

For each invoice line, inserts a stockmoves row in the HIST location (excluded from inventory reports). Auto-creates discontinued stockmaster stubs for unknown SKUs. Matches each invoice against existing debtortrans (from GL Detail) by num + customer.

Target Database

Review

Auto-create discontinued stockmaster stubs for unknown SKUs Ensure HIST location exists Auto-create debtorsmaster stubs for unknown customers

Where this data goes: rows are inserted into migration_invoices (one per invoice) and migration_invoice_lines (one per line). Nothing is written to debtortrans, custallocns, gltrans, or stockmoves — Open AR, Statements, and inventory reports are completely untouched. View / reprint via Migration Invoices in webERP.

Invoice Line Detail Import

Upload QB Invoice Line Detail

Review

Sample new SKUs that would be auto-created (first 20)

Sample invoices (first 10)