Importing CSV into Google Sheets

Learn how to import your converted invoice CSV files into Google Sheets. Use Google Sheets for analysis, sharing, and collaboration on invoice data.

Frequently Asked Questions

How do I import CSV into Google Sheets?

In Google Sheets, go to File > Import > Upload, select your invoice_details.csv or line_items.csv file, choose 'Replace spreadsheet' or 'Insert new sheet', and ensure 'Comma' is selected as the separator. Click Import data.

Can I import both CSV files at once?

Import each CSV as a separate sheet in the same workbook. Create a new Google Sheet, import invoice_details.csv first, then use Insert > Sheet > Import to add line_items.csv as a second sheet.

Will formulas work with imported invoice data?

Yes, once imported, you can use SUM, VLOOKUP, and other formulas to analyse totals, match line items to invoices, or create pivot tables for reporting.

How do I handle date formatting in Google Sheets?

BillToSheet exports dates in ISO format (YYYY-MM-DD). Google Sheets usually recognises these automatically. Use Format > Number > Date to adjust display if needed.

Can I share converted invoice data with my team?

Yes, Google Sheets makes it easy to share. Import your CSV, then use the Share button to grant view or edit access to colleagues. They can filter, sort, and analyse the data collaboratively.