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Elaine C
Level 2

Import sales receipt (desktop)

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!

Solved
Best answer September 15, 2021

Accepted Solutions
EmmaM
QuickBooks Team

Import sales receipt (desktop)

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.

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6 REPLIES 6
MadelynC
Moderator

Import sales receipt (desktop)

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!

Elaine C
Level 2

Import sales receipt (desktop)

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.

 

EmmaM
QuickBooks Team

Import sales receipt (desktop)

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.

Fiat Lux - ASIA
Level 15

Import sales receipt (desktop)

@Elaine C 

If you are not familiar with IIF, you may prepare the Sales Receipt 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

 

then utilize one of these importer tools

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

Elaine C
Level 2

Import sales receipt (desktop)

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.

 

@Fiat Lux - ASIA 

Fiat Lux - ASIA
Level 15

Import sales receipt (desktop)

@Elaine C 

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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