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Help, new to QB and i'm not finding the answer in any of the online help videos
we use a till system which unfortuanately wont connect to QB but we can export a csv file of the daily transactions.
We have previously used sage and was able to import this 'audit transactions' upload. does anyone have any advice how we can do this in QB
Hello CarpSoc, You can import invoices, sales receipts, ban data, journals, credit notes, customers, suppliers, chart of accounts, products, and services, all within the import data tab in the settings cog on the right. If you are looking to add specific audit information for your accountant can we just ask a little bit more detail, where do you want them to show in terms of accounts?
This is one report from daily till transactions so will be a number of functions in one report
for example 1st June 2021
Sales payment received into bank account /CC
Sales payment refund into bank account / cc
Sales Invoice/credit transactions to each nominal code
often there are multiple ways the payment comes in.
Hello CarpSoc, Do you want it to just record against the bank account/chart of accounts or are you also wanting it to create sales receipts/credit notes/invoices from this upload?
Just the back account and chart of accounts I believe
Thanks for the details, CarpSoc.
For bank transactions, you can follow the detailed steps in this article: Manually upload transactions into QuickBooks Online.
We have a US version of that article with a video. You can check it as well: https://youtu.be/hdu2FvYpV0g
Let me know if you have other questions in mind.
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