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ilva-ravinska
Level 1

Hi, I am trying to find a .csv template to import donations from Salesforce into Quickbooks. Is it possible to import sales receipts into Quickbooks?

 
2 Comments 2
JamesM4
QuickBooks Team

Hi, I am trying to find a .csv template to import donations from Salesforce into Quickbooks. Is it possible to import sales receipts into Quickbooks?

Hi ilva-ravinska,

 

Glad to hear from you again. It's essential you're able to import your donations as .CSV files into QuickBooks. The program is designed to help make this process easy and I'll be happy to point you in the right direction. 

 

Based on the details you've shared, I highly recommend you to check out the following article that shows you how to: 

Import/export CSV files. The article does a wonderful job of showing you how to import your files to your account. I encourage you to check it out and let me know if you have questions as you go through the article. It's also important to note that you can only import the following: 

  • Bank Data
  • Customers
  • Suppliers
  • Chart of Accounts
  • Products and Services
  • Invoices
  • Bills
  • Journal Entries

Here's another helpful article with more info on common questions about importing data to QuickBooks Online. Feel free to ask other questions. I've got your back in case you need anything else. 

 

 

Fiat Lux - ASIA
Level 15

Hi, I am trying to find a .csv template to import donations from Salesforce into Quickbooks. Is it possible to import sales receipts into Quickbooks?

@ilva-ravinska 

Prepare the Sales Receipts data with the following template.

RefNumberCustomerTxnDateShipDateShipMethodNameTrackingNumLocationClassBankAccountPaymentMethodPaymentRefNumberBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgCurrencyExchangeRateBillEmailToBePrintedToBeEmailedShipAmtShipItemTipAmtDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020     CheckingCheck20013110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!  [email address removed]NY    0.02  Y Leather CaseLeather Case210  TAX
101Janice Johnson01/10/2020     CheckingCheck20013110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!  [email address removed]NY    0.02  Y Gift CardsGift Cards25  TAX
102Leonard Walker Inc01/10/2020     CheckingCashpaid cash9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!  [email address removed]YN       Y HandheldsPortable Game Player1100  TAX
102Leonard Walker Inc01/10/2020     CheckingCashpaid cash9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!  [email address removed]YN       Y Software1 Year Warranty125  TAX
102Leonard Walker Inc01/10/2020     CheckingCashpaid cash9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!  [email address removed]YN       Y Extended Warranty1 Year Extended Warranty15  TAX
103Lisa Smith01/10/2020     CheckingCheck459119 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256  We appreciate your business!  [email address removed]NY         Gift Certificate$50 Gift Certificate150  NON

 

then utilize an importer tool

https://transactionpro.grsm.io/qbo

 

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