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ricm104
Level 2

When I go to GEAR icon and under Tools choose IMPORT DATA, there is no option to IMPORT SALES RECEIPTS ... why? I want to IMPORT SALES RECEIPTS, not INVOICES.

 
4 Comments 4
Fiat Lux - ASIA
Level 15

When I go to GEAR icon and under Tools choose IMPORT DATA, there is no option to IMPORT SALES RECEIPTS ... why? I want to IMPORT SALES RECEIPTS, not INVOICES.

Utilize the trial period of TP Importer to do so.

https:// transactionpro.grsm.io/qbo

 

RaymondJayO
Moderator

When I go to GEAR icon and under Tools choose IMPORT DATA, there is no option to IMPORT SALES RECEIPTS ... why? I want to IMPORT SALES RECEIPTS, not INVOICES.

I'll add some information to Fiat Lux - ASIA's suggestion, @ricm104

 

Currently, the feature to import sales receipts to QuickBooks Online (QBO) is unavailable. That's why you're unable to see this option on the Import Data page from the Gear icon.

 

I can see the importance of having this functionality as it helps you bring in your sales data to the program. With this, I've got an alternative method you can perform to achieve your goal. 

 

I'd suggest looking for a third-party app that can integrate with QBO. This way, you'll have an option to import your sales receipt to QBO. Just go to the Apps menu or through the external QuickBooks App Center. I'll guide you how. 

  1. Go to this link: https://quickbooks.intuit.com/app/apps/home/.
  2. Choose the US flag in the Country drop-down.
  3. Enter Import Sales Receipts in the Search box. 
  4. Select the app to open its profile. View the other apps by selecting them. 
  5. Choose the right app for your business. 
  6. Click Get app now

 

The screenshot below shows you the first three steps. 

 

I want to make sure you'll stay updated on our latest news and product innovations. Thus, I recommend visiting this website: QBO Blog

 

Once imported, you can use the sales receipt template each time you create the transaction. Then, click the Save and send button to email the form. That way, your customer will have a record on their end. For more information, check out this article: Creating And Sending Sales Receipts

 

Please know that you can count on me if there's anything else you need. Keep safe always, @ricm104

vpcontroller
Level 11

When I go to GEAR icon and under Tools choose IMPORT DATA, there is no option to IMPORT SALES RECEIPTS ... why? I want to IMPORT SALES RECEIPTS, not INVOICES.

Importing Sales Receipts tool in QBO is still not available in the US version yet, It's currently available in the UK version only.

How to import sales receipts

https://quickbooks.intuit.com/learn-support/en-uk/import-transactions/how-to-import-sales-receipts/0...

 

It's a great idea to have this import feature also available in the US version. Be sure to send them your feedback.

vpcontroller
Level 11

When I go to GEAR icon and under Tools choose IMPORT DATA, there is no option to IMPORT SALES RECEIPTS ... why? I want to IMPORT SALES RECEIPTS, not INVOICES.

With QuickBooks Online (QBO) Advanced version, you can import batch Sales Receipts.

 

import_sales receipt.PNG

 

 

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