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xtrfishingcharte
Level 1

How do i import sales receipts from a csv? There are instructions to go to import data and choose the sales receipts option, but i'm not seeing that option.

Only options are Bank Data, Customers, Vendors, Chart of Accounts, Products and Services, and Invoices. No Sales receipt option.
3 Comments 3
Fiat Lux - ASIA
Level 15

How do i import sales receipts from a csv? There are instructions to go to import data and choose the sales receipts option, but i'm not seeing that option.

Prepare your Sales Receipts data with the following template

RefNumberCustomerTxnDateShipDateShipMethodNameTrackingNumLocationClassBankAccountPaymentMethodPaymentRefNumberBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgCurrencyExchangeRateBillEmailToBePrintedToBeEmailedShipAmtShipItemTipAmtDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020     CheckingCheck20013110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!  [email address removed]NY    0.02  Y Leather CaseLeather Case210  TAX
101Janice Johnson01/10/2020     CheckingCheck20013110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!  [email address removed]NY    0.02  Y Gift CardsGift Cards25  TAX
102Leonard Walker Inc01/10/2020     CheckingCashpaid cash9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!  [email address removed]YN       Y HandheldsPortable Game Player1100  TAX
102Leonard Walker Inc01/10/2020     CheckingCashpaid cash9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!  [email address removed]YN       Y Software1 Year Warranty125  TAX
102Leonard Walker Inc01/10/2020     CheckingCashpaid cash9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!  [email address removed]YN       Y Extended Warranty1 Year Extended Warranty15  TAX
103Lisa Smith01/10/2020     CheckingCheck459119 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256  We appreciate your business!  [email address removed]NY         Gift Certificate$50 Gift Certificate150  NON

 

then utilize an importer tool to proceed

https://transactionpro.grsm.io/qbo

 

MadelynC
Moderator

How do i import sales receipts from a csv? There are instructions to go to import data and choose the sales receipts option, but i'm not seeing that option.

I’ve come to show you the ways how to get your sales receipts imported to QuickBooks, @xtrfishingcharte.


You can import your sales receipts to QuickBooks Online using a third-party application. QuickBooks offer tools that are compatible and can smoothly move your transactions.

 

Under the Import Data page, you can choose a tool directly by selecting the Try this app link. I’m glad to show you the steps:

 

  1. Open your QuickBooks account.
  2. Select the Gear icon, then go to Import Data.
  3. In the bottom part, you’ll see “Need to bring in sales receipts, invoices, and expenses? Try this app.”
  4. Please select the link and then choose the best tool for you.


You can also visit our Apps Center or your Apps menu to get an importer tool. Here’s how:

 

  1. Select Apps from your left pane.
  2. Type in “Importer” in the Search field, then choose an application.
  3. Click Get app now once decided.


You can click the Overview tab to learn more about the application and how it works. Contact and support info is also available if you need assistance with the process.


Once imported, you can use this guide to personalize them: Customize invoices, estimates, and sales receipts in QuickBooks Online. It includes steps to add certain info and make edits.


If you have any other questions or concerns besides uploading sales receipts, please let me know by tapping the Reply button below. I want to make sure everything is covered. Have a good day!

PollNofer
Level 3

How do i import sales receipts from a csv? There are instructions to go to import data and choose the sales receipts option, but i'm not seeing that option.

Sales receipts are not always available in the built-in importer. If you need bulk creation, use an API based tool. I have used Skyvia to create sales data in QBO from a CSV when the UI would not allow it.

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