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contact13
Level 2

How to Import Sales Receipts into QuickBooks Online

 
Solved
Best answer February 28, 2020

Best Answers
Fiat Lux - ASIA
Level 15

How to Import Sales Receipts into QuickBooks Online

@contact13 

Utilize the 3rd party tool to import sales receipts in bulk

https://transactionpro.grsm.io/qbo

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

The template should be like this

RefNumberCustomerTxnDateShipDateShipMethodNameTrackingNumLocationClassBankAccountPaymentMethodPaymentRefNumberBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgCurrencyExchangeRateBillEmailToBePrintedToBeEmailedShipAmtShipItemTipAmtDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020     CheckingCheck20013110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!   NY    0.02  Y MP3 PlayerBlue MP3 Player255  TAX
101Janice Johnson01/10/2020     CheckingCheck20013110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!   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!   NY    0.02  Y Gift CardsGift Cards25  TAX

 

Hope it helps.

View solution in original post

8 Comments
AddieC
QuickBooks Team

How to Import Sales Receipts into QuickBooks Online

Hello, 

 

Importing data into QuickBooks Online is the quickest and easiest way to make sure your books are up-to-date. QuickBooks Online allows you to easily import Bank Data, Customers, Suppliers, Chart of Accounts, Products and Services, Invoices, and Bills. I'll explain how you can go about importing Sales Receipts.


Since this isn't a direct feature within the software at this time, you'll have to explore a third-party software in order to successfully import this information. You can review the list of apps that can sync with QBO here: QuickBooks Apps. To ensure you're looking at apps supported for the Canadian version of QBO, select the Canadian flag at the top of the page. 

 

I can see how having the option to import sales receipts directly in the system would be a really helpful feature in cases like this. I'd be happy to send your feedback off to our product development team for review. You can submit feedback on your end as well by clicking the Gear icon > Feedback. We're always looking for new ways to improve the product. 

 

If you have any other questions, please don't hesitate to reach out to our tech support team


Cheers. 

contact13
Level 2

How to Import Sales Receipts into QuickBooks Online

Could you please advice QuickBooks Apps name ?

AndréB
Level 7

How to Import Sales Receipts into QuickBooks Online

Hey contact13,

 

Thank you for following up. As apps are provided by third-party developers, we aren't able to provide targeted support for specific ones. If you have any questions about apps in that list, don't hesitate to reach out to their developer. 

 

Feel free to let me know if you have any additional questions.

Fiat Lux - ASIA
Level 15

How to Import Sales Receipts into QuickBooks Online

@contact13 

Utilize the 3rd party tool to import sales receipts in bulk

https://transactionpro.grsm.io/qbo

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

The template should be like this

RefNumberCustomerTxnDateShipDateShipMethodNameTrackingNumLocationClassBankAccountPaymentMethodPaymentRefNumberBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgCurrencyExchangeRateBillEmailToBePrintedToBeEmailedShipAmtShipItemTipAmtDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020     CheckingCheck20013110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!   NY    0.02  Y MP3 PlayerBlue MP3 Player255  TAX
101Janice Johnson01/10/2020     CheckingCheck20013110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!   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!   NY    0.02  Y Gift CardsGift Cards25  TAX

 

Hope it helps.

View solution in original post

nxtaccount
Level 1

How to Import Sales Receipts into QuickBooks Online

Hello,

 

We're wondering why this obviously necessary import is only available in certain countries?  It seems like it's not available in CA or US but in UK?  Makes no sense why my clients using an accounting software is missing basic and necessary functionality where obviously it's a possible feature and available elsewhere.  https://quickbooks.intuit.com/learn-support/en-uk/help-articles/how-to-import-sales-receipts/00/3328...  it is available here.

 

ricm104
Level 2

How to Import Sales Receipts into QuickBooks Online

Yes, curious why in U.S. you can import "Invoices" but can't import "Sales Receipts".

ricm104
Level 2

How to Import Sales Receipts into QuickBooks Online

... without paying for a 3rd party app!

AddieC
QuickBooks Team

How to Import Sales Receipts into QuickBooks Online

Hi ricm104. I know having the option to import Sales Receipts is something many users are hoping to see in the future of QuickBooks Online. The best way to make sure your voice is heard is to submit feedback to the product development team by clicking the Gear icon > Feedback

 

Take care.

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