Help! Sales Receipt Importing from CSV. Sales receipt number, donor, payment method & tags not being recognised. Are there any specific formats that I should be using?

Other than Tag, you can try the following template

then use an importer tool

https://get.transactionpro.com/qbo

As an additional option, use a backup restore app to lower any risks.

https://partnerwithus.rewind.com/quickbooks

Hello Dave-hopechurchn, Welcome to the Community page, We would recommend that you down load the sample and make sure that your csv file is exactly the same as the sample you should then have no issues uploading it. If you click on main cog wheel> import data> sales receipts> click on download an example. If you still have any issues please reach back out to us again. 

Hi Ashleigh

I downloaded the example file to use as the basis for creating my file, however Payment Method isn't one of the columns in the example file. I had hoped that the plain text word Cash (or Card) would work as that's what I use when manually creating them.

Is there a limit on the size of the receipt number field? Not sure if this isn't working because the inputted one is too big a number?

Hello Dave, thanks for coming back to us with that information, so there is a limit of 21 characters so this could be why it is not uploading for you, so you may need to split your csv file and upload it into smaller chunks so it all uploads correctly for you.   

Hi Ashleigh

Thanks.

I'm only using 8 characters for the receipt number. Hmm. Not sure why it's not working.

We pay in cash & card payments separately and I was wondering if this information could be imported as part of this?

Hi Dave, can you ring the supportline on 0808 234 5337 you'll be able to set up a screenshare with the agent and they will be able to look into this more for you to see why it will not upload for you thanks. The line is open mon to fri 8am to 7pm and is free from any UK landline or mobile.