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NicP
Level 1

import sales receipts via xml

Hi

Is it possible to import sales receipts via xml either individually or in bulk?

 

For example, orders coming into an standalone ecommerce system which can export orders in xml?

 

Kind regards 

 

Nic

3 REPLIES 3
MaryLandT
Moderator

import sales receipts via xml

Hi there, NicP.

 

At the moment, QuickBooks requires a CSV file format when importing sales receipts. You can download this CSV file example as your guide.

 

Once the file is ready, you can follow the steps below to import sales receipts.

 

  1. Click the Gear icon, then under Tools, choose Import data.
  2. Select Sales receipts.
  3. Preview what's required to import sales receipts. There is also an example data file available.
  4. Once you have all the mandatory fields, click Browse. 
  5. Find the CSV file you wish to upload. Make sure that your CSV file has no more than 1000 rows.
  6. Next, you have the option to auto-create any new customers or line items that are not in QuickBooks Online. 
  7. If you would like to auto-create customers and/or line items, check the applicable option(s), and select Next.

 

Once done, it's time to map the column headings. Please browse this article to complete the import: Learn how to import sales receipts in QuickBooks Online. It includes getting things to know before getting started.

 

On the other hand, you can try to look for a third-party app that can help import XML files to QuickBooks. You may visit our QuickBooks App store to find an app.

 

In case you need to import invoices, you can use this article for instructions and detailed steps: Learn how to import multiple invoices to QuickBooks Online in one go.

 

Let me know if there's anything else you need about importing sales receipts. Just leave a comment below and I'll get back to you.

Fiat Lux - ASIA
Level 15

import sales receipts via xml

@NicP 

Are you using a certain platform for your eCommerce system? You can utilize a 3rd party connector to mirror the sales receipt data into QBO if available.

CRM_accountants
Level 1

import sales receipts via xml

To import transactions, QuickBooks needs CSV files of specific format.

 

What's the platform you are exporting XML files from? How frequently do you need to export/import files?

 

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