How to import items

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:

• Within your account settings, locate and click on the "Import and Export" tab.

  Import Items:

• To import your items, you should see an option to "Import your item CSV file" or something similar.

• Click on this option to start the import process.

  Choose CSV File:

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

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

  Mapping Fields:

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

By following these steps, you can efficiently import items in InvoiceQuick, helping you manage your inventory and invoicing processes more effectively.