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orlando-perryjm-
Level 1
posted
‎March 17, 2023 10:45 AM
last updated ‎March 17, 2023 7:45 AM

How to mass import sales receipts

I see options to import Invoices and Sale journals but nothing for sales receipts.
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Best answer March 17, 2023
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Trish_T
QuickBooks Team
QuickBooks Team
‎March 17, 2023 11:06 AM

How to mass import sales receipts

Hi orlando-perryjm,

 

Thanks for reaching out here.  Welcome!  QuickBooks Online currently doesn't have the option to import sales receipts.  I can see how beneficial this would be, and I suggest providing a suggestion to our Development Team for product updates and feature enhancements.  In the interim, I recommend reviewing third party apps for the best fit for your business needs.

 

If you have any other questions, feel free to reach back out.  We'd be happy to help!

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4 Comments 4
Trish_T
QuickBooks Team
QuickBooks Team
‎March 17, 2023 11:06 AM

How to mass import sales receipts

Hi orlando-perryjm,

 

Thanks for reaching out here.  Welcome!  QuickBooks Online currently doesn't have the option to import sales receipts.  I can see how beneficial this would be, and I suggest providing a suggestion to our Development Team for product updates and feature enhancements.  In the interim, I recommend reviewing third party apps for the best fit for your business needs.

 

If you have any other questions, feel free to reach back out.  We'd be happy to help!

Reply Join the conversation
orlando-perryjm-
Level 1
‎March 17, 2023 11:27 AM

How to mass import sales receipts

Thank you. 

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Trish_T
QuickBooks Team
QuickBooks Team
‎March 17, 2023 11:52 AM

How to mass import sales receipts

Hi orlando-perryjm-,

 

You're very welcome.  All the best!

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Fiat Lux - ASIA
Level 15
‎March 18, 2023 12:38 AM

How to mass import sales receipts

@orlando-perryjm- 

Prepare your Sales Receipt 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

 

then use an importer tool

https://get.transactionpro.com/qbo

 

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