When you have many items to add to your invoice, importing them all at once can make the process much quicker and more accurate. By following a few simple steps, you can ensure your items list is imported correctly, saving you time and effort.
In this guide, we’ll explain how to upload multiple items at once.
How to upload multiple items at once
1 - In your Gusto Dashboard, select Finances from the left-hand sidebar.
2 - Select Invoices.
3 - In the Invoicing dashboard, select the Settings icon
4 - Under the Invoicing section, select Invoice items.
5 - The Items tab will be opened. Select the import icon on the right side.
6 - In the pop-up window, attach the CSV file with the list of items.
Tips:
- Ensure your CSV file has all the required fields formatted according to the template.
- You can create your own CSV file or download the template, fill it out with your items’ names and prices, and attach it as described above.
- If you accidentally attach the wrong file, you can replace or delete it before submission.
7 - After the file is attached, select Submit at the bottom right of the pop-up window.
That’s it. You successfully uploaded your item list.