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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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YUN ZHU 85,674 Super User 2025 Season 1 on at

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RE: Load Sales Invoice (and lines) into BC from Excel

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
Suggested answer

JAngle 95 on at

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RE: Load Sales Invoice (and lines) into BC from Excel

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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