Learn how to create single and import multiple sales receipts in QuickBooks Online.
If your customer immediately pays for products or services, create a sales receipt. You can also add multiple sales receipts all at once with QuickBooks Online Advanced. To create single and multiple sales receipts, follow the recommended steps outlined in this article.
Tip: If you have QuickBooks Payments, you can take and process payments in QuickBooks Online.
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Create a sales receipt
Create a sales receipt manually for your customer in QuickBooks Online.
- Go to + New, then select Sales receipt.
- From the Customer ▼ dropdown, select a customer.
Note: If you haven’t set up your customer yet, select + Add new. - From the Select a product/service ▼ dropdown, select the product or service that you sold.
- (Optional) You can edit your line item’s quantity or rate in the Qty and Rate field.
- Fill out the other necessary fields in the sales receipt, then select Save.
Import multiple sales receipts in QuickBooks Online Advanced
In QuickBooks Online Advanced, you can import multiple sales receipts using Batch transactions and Import via CSV. This helps you to add multiple sales receipts all at once.
Step 1: Turn on Show Product/Service column on sales forms
To add multiple sales receipts, turn on the Show Product/Service column on sales forms option. This avoids errors when mapping QuickBooks fields on your CSV file as the *Product/Service field will show as missing.
- Go to Settings
, then select Account and settings. - Select the Sales menu, then the Products and services section.
- Toggle on the Show Product/Service column on sales forms switch if the settings are off. If it’s already turned on, proceed to Step 2.
- Select Save, then select Done.
Step 2: Import sales receipt via CSV
For multiple sales receipts, use the Import via CSV option. This lets you automatically add sales receipts at once.
- Go to + New, then select Batch transactions.
- From the Select transaction type ▼ dropdown, select Sales Receipts.
- Select Import CSV.
Note: The Invoice Date in the Batch transaction field only accepts MM/DD/YYYY date format. Make sure to edit the cell content in the CSV file. - Select Browse and select the CSV file that you want to upload, then select Open.
- (Optional) Select Add all new customers to the QuickBooks checkbox. This lets you add the customers from your CSV file that are not yet recorded in your QuickBooks account.
- Select Next.
- Match the column headers in your CSV file with their respective QuickBooks Fields.
- Select Next.
Note: If you see fields highlighted in red, hover your cursor over them to see what’s causing the error. Follow the recommended steps to try and fix the issue. - Select Save.