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MarkH08
Level 1

Sale Receipt Import Error

I am currently trying to import 1 months worth of sales receipts from my old website.

 

Everything runs fine, the CSV is formatted as instructed however I receive an error on the "deposit account" column. It states it is not recognised however the column the error shows is actually the "sale receipt number". But as you can see from my screenshot, my import settings are correct and you can see from this attempt I tried putting the "deposit account" as the first column as before it picked up a different column.

 

I have tried using all the suggested actions of a different browser, private mode, reset cache etc.

 

Can anyone help me solve this, I have a years worth to import still :nerd_face:

 

 

6 REPLIES 6
RoseJillB
QuickBooks Team

Sale Receipt Import Error

I know a way to fix and rectify the error you’ve encountered when importing sales receipts in QuickBooks Online (QBO), @MarkH08.

 

Before we start, let me acknowledge the effort you exerted in performing the possible troubleshooting, as well as by including a snapshot on your post to get a visual reference of the error.

 

Based on the image you added, I can see that there's an improper order of the data. Although the application shows the Deposit Account in the first column when mapping them, please arrange them based on the following:

 

  • *Sales Receipt No
  • Customer
  • *Sales Receipt Date
  • *Deposit Account
  • Location
  • Memo
  • Item (Product/Service)
  • Item Description              
  • Item Quantity
  • Item Rate
  • *Item Amount
  • *Item Tax Code
  • Item Tax Amount
  • Currency
  • Service Date

 

I’ll also add this sample image as your visual guidance on how your CSV file would look like:

 

Once re-arranged, please re-import your file into the application. This should rectify your concerns about importing your receipts, @MarkH08. If you need additional guidelines, I’ll leave you with this resource for reference: How to import sales receipts.

 

To check if these data are well-imported, you can run various report to see if everything are in. Also, to give you a snapshot of your business, and tell you about different aspects of your business.

 

Beep me up if there’s anything else you need when importing data. Other than that, I can also help you with any of your QuickBooks-related tasks. You can tap the Reply button to post them here. Have a good one!

MarkH08
Level 1

Sale Receipt Import Error

Hi Rosie,

 

Thank you for your reply. The original CSV was in the format you say to import as with the deposit account 4th in the columns. I used the exact example csv you posted, however the error is still the same and this was the only reason I tried moving the despite account column to try. 

 

The error still shows the error like shown the attached image. The deposit error shows my sales receipt numbers which are not in that column. (this is in the recommended format as you added to my previous reply.

 

I have tried making sure the invoice number column is formatted to number and even as a text but this does not change anything as still shows me the import error.

 

I appreciate your help.

SirielJeaB
QuickBooks Team

Sale Receipt Import Error

I appreciate your additional details and attachment, @MarkH08. Let me chime in and help you sort this out. 

 

It's possible that the deposit accounts in your QuickBooks Online (QBO) account may not align with what you entered in your CSV file. Please ensure that the deposit accounts in the QBO system match those in the CSV file. For instance, if you entered a deposit account named 11790, ensure that a corresponding bank account exists in your Chart of Accounts. 

 

Once verified, you can then import your sales receipts again.

 

You can also read these articles to manage your bank transactions within the program:

 

 

Leave a comment below if there's anything else you need help with importing your sales receipts. I'm always ready to give you the necessary information. Keep safe.

4Gal
Level 11

Sale Receipt Import Error

@MarkH08 

Use an importer tool as a workaround.

https://get.transactionpro.com/qbo

 

MarkH08
Level 1

Sale Receipt Import Error

Hi SirielJeaB,

 

There is no deposit account named 11790. This is my sales receipt number. This is under "sales receipt number" column. My "deposit account" reads PayPal on QB which does exist on my account.

 

My error shows my sales receipt number as "Despot account" error. That is what I am lost with. My formatting is exactly as shown in the sales receipt example here on QB.

ChristieAnn
QuickBooks Team

Sale Receipt Import Error

I appreciate you for coming back to the thread and clarifying your issue regarding importing sales receipts in QuickBooks Online, MarkH08. Let me route you to the right support team to assist you further on this matter.

 

Since the data in your screenshot is accurate, I suggest contacting our QuickBooks Support Team. They can investigate why your sales receipt number is showing as a Deposit and help resolve the issue for seamless entry import.

 

Here's how:

 

  1. Sign in to your QuickBooks Online company.
  2. Click the Help (?) icon.
  3. From QB Assistant, enter the topic you need help with. You can also enter questions.
  4. In Search, choose Contact Us to connect with a live support agent.
  5. Choose a way to connect with us.

 

In case you need steps on how you can unleash your creativity and personalise your sales receipt to match your unique style, you can read this article: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

I'm only a few clicks away if you need further assistance with importing sales receipts or other QuickBooks tasks. It's always my pleasure to help you out again, MarkH08.

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