Create Invoice with Excel Import – Expert Tax

1. Go to Add Data.

2. Select Import Invoice from Excel.

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3. Download the Template and fill it with the invoice's information.

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4. Once the file is ready, return to the program and drop the file.

5. Select the Import Detail sheet and press Import.

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You will see a summary of the imported invoices.

If you would like assistance or need more information, please feel free to write to us at support@experttax.com or open a ticket at support.experttax.com and we will assign a technical support staff to contact you as soon as possible.