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Munir uddin
Level 1

import sales transactions from POS Microsoft RMS-2.0

Hi,

I am Munir. We are using QuickBooks desktop 2023. However our sales record is being maintained on POS Microsoft RMS 2.0 version. How to import sales transactions from POS to QuickBooks desktop. 

6 Comments 6
JamesM4
QuickBooks Team

import sales transactions from POS Microsoft RMS-2.0

Hi Munir uddin,

 

Welcome to the QuickBooks Community. The program is designed to help you streamline your work using the powerful features offered in the program. Rest assured, I'll be happy to provide more info so you're on the right path. 

 

In order to accomplish your importing goals I recommend looking into third-party apps on our site that can help you with this. You can search for these apps on our site desktop.apps.com. I suggest choosing an app that suits your business needs based on the app description and reviews. 

 

In case you have additional questions, don't hesitate to reach back to me in the comments below. I'm here to help you achieve your QuickBooks goals. 

Munir uddin
Level 1

import sales transactions from POS Microsoft RMS-2.0

Hi James,

Nice to receive your guidance. I am thankful for your kind and good advice. I'll try that. Till that time can I try to make a Journal entry to enter monthly sales into QuickBooks. How to record such a journal entry especially when we collect HST from customers @13%. 

Is the following Journal entry correct:

POS system ......................................credit 113,000

       Sales..............................................................debit 100,000

       HST................................................................debit 13,000

What should I write instead of POS System in the above journal entry.

Thanks 

Munir

Thanks

JamesM4
QuickBooks Team

import sales transactions from POS Microsoft RMS-2.0

No worries, Munir. When it comes to the specifics on how to record entries it's best getting in touch with your accounting professional for expert advice on this. This helps ensure your books are accurate. I'll also leave this question open so other accounting specialists in the Community can chime in. Otherwise, here's a helpful article that shows you how to: Create a journal entry in QuickBooks Desktop for Windows. Feel free to ask other questions, I'm here to steer you in the right direction. 

Munir uddin
Level 1

import sales transactions from POS Microsoft RMS-2.0

Thanks James,

I studied the link you very kindly provided. It is very helpful but it mostly guides about how to navigate for creating journal entry, editing and deleting. Therefore, I still need guidance about the journal entry I want to enter in my QuickBooks regarding the sales. I hope that I shall be able to seek guidance from this forum in this matter. 

Thanks

Munir

Fiat Lux - ASIA
Level 15

import sales transactions from POS Microsoft RMS-2.0

@Munir uddin 

You can prepare your Sales Receipts data with the following template

CustomerTransaction DateRefNumberPayment MethodCheck NumberClassTemplate NameTo Be PrintedShip DateBillTo Line1BillTo Line2BillTo Line3BillTo Line4BillTo CityBillTo StateBillTo PostalCodeBillTo CountryShipTo Line1ShipTo Line2ShipTo Line3ShipTo Line4ShipTo CityShipTo StateShipTo PostalCodeShipTo CountryPhoneFaxEmailContact NameFirst NameLast NameRepDue DateShip MethodCustomer MessageMemoCust. Tax CodeItemQuantityDescriptionPriceDeposit ToIs PendingItem Line ClassService DateFOBCustomer Acct NoSales Tax ItemTo Be E-MailedOtherOther1Other2Unit of MeasureCurrencyExchange RateSales Tax Code
Anne's Bakery01/09/2020100Check123  Y#########Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA(123) 456-7890          NonCabinets10Cabinets1000Checking             Non
Anne's Bakery01/09/2020100Check123  Y#########Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA(123) 456-7890          NonHardware10Hardware50Checking             Non
John's Barber Shope02/09/2020101Check89  Y#########John's Barber Shope1 Main Street  AnytownNY12345USAJohn's Barber Shope1 Main Street  AnytownNY12345USA(999) 888-8888          NonBlueprints1Blueprints500Checking             Non
Main St Bank03/09/2020102Check18  N#########Main St Bank1 State Street  AnytownNY12345USAMain St Bank1 State Street  AnytownNY12345USA(888) 888-8888          NonDoor1Door300Checking             Non
Main St Bank03/09/2020102Check18  N#########Main St Bank1 State Street  AnytownNY12345USAMain St Bank1 State Street  AnytownNY12345USA(888) 888-8888          NonHandles1Handle10Checking             Non
Main St Bank03/09/2020102Check18  N#########Main St Bank1 State Street  AnytownNY12345USAMain St Bank1 State Street  AnytownNY12345USA(888) 888-8888          NonHinges3Hinges5Checking             Non
Main St Bank03/09/2020102Check18  N#########Main St Bank1 State Street  AnytownNY12345USAMain St Bank1 State Street  AnytownNY12345USA(888) 888-8888          NonLock1Lock15Checking             Non
Main St Bank03/09/2020102Check18  N#########Main St Bank1 State Street  AnytownNY12345USAMain St Bank1 State Street  AnytownNY12345USA(888) 888-8888          NonPaint1Paint8Checking             Non
Gulf Gas Station04/09/2020103Check703  Y#########Gulf Gas Station1 North Street  AnytownNY12345USAGulf Gas Station1 North Street  AnytownNY12345USA(777) 777-7777          NonToilet1Toilet50Undeposited Funds             Non
Gulf Gas Station04/09/2020103Check703  Y#########Gulf Gas Station1 North Street  AnytownNY12345USAGulf Gas Station1 North Street  AnytownNY12345USA(777) 777-7777          NonPump1Pump8Undeposited Funds             Non
Gulf Gas Station04/09/2020103Check703  Y#########Gulf Gas Station1 North Street  AnytownNY12345USAGulf Gas Station1 North Street  AnytownNY12345USA(777) 777-7777          NonGasket1Gasket5Undeposited Funds             Non

 

then use an importer tool (one time license) to proceed

https://get.transactionpro.com/qbd

 

Munir uddin
Level 1

import sales transactions from POS Microsoft RMS-2.0

It is amazing for me Sir. I'll try it.

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