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My company is interested in using the Import Payables Invoices functionality. Does anyone have any experience with this? I'm looking for some pointers. Many of our invoices are received via e-mail, in PDF or Word format. Others are received in paper form, via the mail. Is there an easy way to convert all of these forms to the QBO format needed to import? Any and all guidance is appreciated. Thank you.
Reading the PDF/Word document (OCR) will be difficult. If you have data in Excel/CSV you can use Integration Manager to import your all AP Invoices.
Email me for more details: sandipdjadhav@hotmail.com
Thanks much
Sandip
Hi PattiK323,
Thank you for your post regarding import credit card statement transactions into Dynamics GP. Here is a link for you to follow with instructions on how to import your financial institutions credit card statement. Microsoft Dynamics GP Fall 2020 - Import Credit Card Transactions - Microsoft Dynamics GP Community
These files come from your credit card company, in the article example the credit card company is 'AMEX', your credit card company should be sending you their file, there should be no need to 'convert' a file into this.
I suggest you contact your credit card company and ask them to send you a test file perhaps, then you can test setting this up in your GP test company.
Sincerely,
Margi Jandro
Microsoft Support Engineer
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