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yinyee
Level 1

Can I import orders from Shopify using CSV for Excel spreadsheets? I need to track sales and sales tax, without paying for an app.

 
2 Comments 2
Fiat Lux - ASIA
Level 15

Can I import orders from Shopify using CSV for Excel spreadsheets? I need to track sales and sales tax, without paying for an app.

You need a 3rd party tool to import the Sales Receipts data. Another option, utilize the starter plan of this connector for free.

https://www. integromat.com/?pc=quickbooks

 

RenjolynC
QuickBooks Team

Can I import orders from Shopify using CSV for Excel spreadsheets? I need to track sales and sales tax, without paying for an app.

I'd like to add some details about your concern, yinyee.

 

Here are the following data that you can import to QuickBooks Online:

 

  • Bank transactions.
  • Customer and vendor list.
  • Chart of Accounts
  • Products and Services.
  • Invoices.

If you'd like to import the transactions in the Banking page, you can follow these steps:

 

  1. Go to Banking File upload.
  2. Select the file by clicking Browse and click Next.
  3. From the QuickBooks Account drop-down, select the bank account where you want to add the transactions or click Add new to create a bank in the Chart of Accounts.
  4. Hit Next, and map your columns. Make sure that the fields from your CSV file matches the fields in QuickBooks.
  5. Click Next and then select the sales transactions you want to import.
  6. Select Next and click Yes when prompted to import.
  7. Click Let's go!.
  8. In the For review tab, put a check mark on the sales transactions and make sure to categorize them. For more details, see: Categorize and match online bank transactions in QuickBooks Online.

For importing the list and invoices you can follow these steps:

 

  1. Click the Gear icon located in the upper right-hand corner.
  2. Under Tools, select Import Data.
  3. Select the data you want to import and follow the on-screen instructions.

Here are some articles for reference:

 

Please let me know if you have any additional questions or other concerns. I'm just a few clicks away to help you some more. Take care and stay safe.

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