How to import items

Follow these steps to import items, streamlining inventory and invoicing management.

Here's a guide on how to import items in InvoiceQuick:

Click on Your Profile:

• In the top-right corner of the dashboard, click on your profile or account settings.

  Access Import and Export Tab.

• Import Items:

• To import your items, you should see a button to "Import" your file in either csv, xls, xlsx.

• Click on this option to start the import process.

  Choose your File:

• You will be prompted to choose the file containing your item data.

• Locate the file on your computer and select it for upload.

  Mapping Fields:

• The system may ask you to map the fields in your to the corresponding fields in InvoiceQuick.

• Follow the on-screen instructions to map the fields correctly.

  Confirm and Initiate Import:

• Once you've mapped the fields, confirm your choices and initiate the import.

• The system will process your file and import the item data.

  Review and Use:

• After the import is complete, review your items to ensure they have been added correctly.
• You can now use these items when creating invoices or estimates.