cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Do you have a question about self-assessment or anything else? - Ask it here!
kwarnaby
Level 1

Importing the class field on sales receipts

Hi there, 

 

When I import Sales receipt data there does not seem to be an option to import the class field. How can I get this included? I currently have to go through each sales receipt and add class information manually. 

 

Thanks 

 

Katie

 

4 REPLIES 4
Ashleigh1
QuickBooks Team

Importing the class field on sales receipts

Hi Kwarnaby, 

 

Welcome to the Community page, 

 

There is no way of being able to include classes in the upload, it would be a case of uploading them and going through each one manually and adding it on, we will pass this on to the developers as feedback for you on your behalf. 

Fiat Lux - ASIA
Level 15

Importing the class field on sales receipts

@kwarnaby

Prepare the 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 utilize an importer tool

https://transactionpro.grsm.io/qbo

 

NicolaM
Level 1

Importing the class field on sales receipts

It would be really very useful to be able to add the class to the data import. As a charity, we use classes for everything and currently the import feature is useless to us as we have to go into each transaction afterwards to add the class. 

Fiat Lux - ASIA
Level 15

Importing the class field on sales receipts

@NicolaM 

Utilize the importer I mentioned earlier as a workaround.

Need to get in touch?

Contact us