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Load Sales Invoice (and lines) into BC from Excel

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Posted on by Ming Chen

190

Hi,

We're trying to import Sales Invoice and Lines (actually only 1 line per Purchase Invoice) into BC by Excel plugin.

But if we import data from Excel into Sales Invoice, we can't load lines at the same time.

Is it possible to

Use Excel to load both invoice and line (1 line) at the same time?

or

Use Excel to load twice, 1 for Sales Invoice and 1 for Sales Invoice Lines?

-Best Regards,

Ming

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JAngle 133 on at

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Try out configuration packages. Could be used for both or just the lines:

docs.microsoft.com/.../admin-how-to-prepare-a-configuration-package

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Verified answer

YUN ZHU 95,681 Super User 2025 Season 2 on at

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Hi, For standard functions, you can use Configuration Package to import Sales Invoice Header and Sales Invoice Lines from excel, but it needs to be divided into two sheets in one excel file or two excel.

If you can develop, you can use excel buffer to import.

More details: https://yzhums.com/4223/

Hope this will help.

Thanks.

ZHU

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