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CarpSoc
Level 1

Importing daily till transactions into QB

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 

 

 

6 REPLIES 6
EmmaM
QuickBooks Team

Importing daily till transactions into 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? 

CarpSoc
Level 1

Importing daily till transactions into QB

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. 

 

 

 

 

EmmaM
QuickBooks Team

Importing daily till transactions into QB

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?

CarpSoc
Level 1

Importing daily till transactions into QB

Just the back account and chart of accounts I believe 

JessT
Moderator

Importing daily till transactions into QB

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.

Fiat Lux - ASIA
Level 15

Importing daily till transactions into QB

@CarpSoc 

You can also utilize an importer tool if required.

https://transactionpro.grsm.io/qbo

 

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