Can someone advise how to import sales receipts (Premier 2013 desktop edition) please? I read in one post in this QB community that it's not available, yet on another post it is available?
Is there a workaround apart from data entry into QB manually which is time consuming? Thank you!
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Hello Elaine, We don't have a video for batch import of sales receipts you can batch import in our pro version invoices, deposits, credit memo, and bills and cheques but there is not a sales receipt option. The version you have is not compatible with the batch import option. It would be a case of adding manually.
Yes, there is Elaine. I’m here to help and provide information to you.
There are ways to import data in QuickBooks Desktop. You can use CSV files, MS Excel, or Intuit Interchange Format (IIF) files.
You can also utilize an importer tool to move your sales receipts automatically into QuickBooks. Just visit our Desktop App Center to see apps that help you import data. In addition, I suggest reading reviews or feedback from other users to help you decide further.
Our Support page is available anytime if you need resources, tips, and video tutorials. This site not only provides depth insights about QuickBooks. Also, it helps you manage your business more efficiently.
If you have other concerns or questions besides importing sales receipts, please don’t hesitate to tap the Reply button below. I’m always here to help. Take care!
Hi Madelyn,
Is there a video that you can share, or step by step guide with screenshots for this purpose? It's guessing work by reading the information via the links that you shared, it didn't look anywhere close when I did testing for import. Thank you.
Hello Elaine, We don't have a video for batch import of sales receipts you can batch import in our pro version invoices, deposits, credit memo, and bills and cheques but there is not a sales receipt option. The version you have is not compatible with the batch import option. It would be a case of adding manually.
If you are not familiar with IIF, you may prepare the Sales Receipt data with the following template
Customer | Transaction Date | RefNumber | Payment Method | Check Number | Class | Template Name | To Be Printed | Ship Date | BillTo Line1 | BillTo Line2 | BillTo Line3 | BillTo Line4 | BillTo City | BillTo State | BillTo PostalCode | BillTo Country | ShipTo Line1 | ShipTo Line2 | ShipTo Line3 | ShipTo Line4 | ShipTo City | ShipTo State | ShipTo PostalCode | ShipTo Country | Phone | Fax | Contact Name | First Name | Last Name | Rep | Due Date | Ship Method | Customer Message | Memo | Cust. Tax Code | Item | Quantity | Description | Price | Deposit To | Is Pending | Item Line Class | Service Date | FOB | Customer Acct No | Sales Tax Item | To Be E-Mailed | Other | Other1 | Other2 | Unit of Measure | Currency | Exchange Rate | Sales Tax Code | |
Anne's Bakery | 01/09/2020 | 100 | Check | 123 | Y | ######### | Anne's Bakery | One Harbor Street | Anytown | NY | 12345 | USA | Anne's Bakery | One Harbor Street | Anytown | NY | 12345 | USA | (123) 456-7890 | Non | Cabinets | 10 | Cabinets | 1000 | Checking | Non | |||||||||||||||||||||||||||||
Anne's Bakery | 01/09/2020 | 100 | Check | 123 | Y | ######### | Anne's Bakery | One Harbor Street | Anytown | NY | 12345 | USA | Anne's Bakery | One Harbor Street | Anytown | NY | 12345 | USA | (123) 456-7890 | Non | Hardware | 10 | Hardware | 50 | Checking | Non | |||||||||||||||||||||||||||||
John's Barber Shope | 02/09/2020 | 101 | Check | 89 | Y | ######### | John's Barber Shope | 1 Main Street | Anytown | NY | 12345 | USA | John's Barber Shope | 1 Main Street | Anytown | NY | 12345 | USA | (999) 888-8888 | Non | Blueprints | 1 | Blueprints | 500 | Checking | Non | |||||||||||||||||||||||||||||
Main St Bank | 03/09/2020 | 102 | Check | 18 | N | ######### | Main St Bank | 1 State Street | Anytown | NY | 12345 | USA | Main St Bank | 1 State Street | Anytown | NY | 12345 | USA | (888) 888-8888 | Non | Door | 1 | Door | 300 | Checking | Non | |||||||||||||||||||||||||||||
Main St Bank | 03/09/2020 | 102 | Check | 18 | N | ######### | Main St Bank | 1 State Street | Anytown | NY | 12345 | USA | Main St Bank | 1 State Street | Anytown | NY | 12345 | USA | (888) 888-8888 | Non | Handles | 1 | Handle | 10 | Checking | Non | |||||||||||||||||||||||||||||
Main St Bank | 03/09/2020 | 102 | Check | 18 | N | ######### | Main St Bank | 1 State Street | Anytown | NY | 12345 | USA | Main St Bank | 1 State Street | Anytown | NY | 12345 | USA | (888) 888-8888 | Non | Hinges | 3 | Hinges | 5 | Checking | Non | |||||||||||||||||||||||||||||
Main St Bank | 03/09/2020 | 102 | Check | 18 | N | ######### | Main St Bank | 1 State Street | Anytown | NY | 12345 | USA | Main St Bank | 1 State Street | Anytown | NY | 12345 | USA | (888) 888-8888 | Non | Lock | 1 | Lock | 15 | Checking | Non | |||||||||||||||||||||||||||||
Main St Bank | 03/09/2020 | 102 | Check | 18 | N | ######### | Main St Bank | 1 State Street | Anytown | NY | 12345 | USA | Main St Bank | 1 State Street | Anytown | NY | 12345 | USA | (888) 888-8888 | Non | Paint | 1 | Paint | 8 | Checking | Non | |||||||||||||||||||||||||||||
Gulf Gas Station | 04/09/2020 | 103 | Check | 703 | Y | ######### | Gulf Gas Station | 1 North Street | Anytown | NY | 12345 | USA | Gulf Gas Station | 1 North Street | Anytown | NY | 12345 | USA | (777) 777-7777 | Non | Toilet | 1 | Toilet | 50 | Undeposited Funds | Non | |||||||||||||||||||||||||||||
Gulf Gas Station | 04/09/2020 | 103 | Check | 703 | Y | ######### | Gulf Gas Station | 1 North Street | Anytown | NY | 12345 | USA | Gulf Gas Station | 1 North Street | Anytown | NY | 12345 | USA | (777) 777-7777 | Non | Pump | 1 | Pump | 8 | Undeposited Funds | Non |
then utilize one of these importer tools
https://transactionpro.grsm.io/qbd
https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2
Hi QB community. As advised by @EmmaM , my version (desktop premier 2013 edition) does not support import. What is your experience, whether to upgrade to a high plan (which one?) or to buy a tool (so many, which one suits and what are the criteria for selection)? Thank you.
Afaik, you are unable to import Sales Receipt data with IIF. That's why you have to use a 3rd party importer tool as I mentioned earlier. You may upgrade your QBD 2013 t o QBD 2019 with a one time license or QBD 2021 with a subscription license, and yet you still need a 3rd party importer tool. You should use the trial version of those 3rd party apps to confirm your needs and budget.
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