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sburns
Level 1

Batch transactions for Sales Receipts

I called support and they showed me how to enter batch transactions.  Those are great, but I'm needing to enter multiple Sales Receipts. I am not finding a way to enter them.  When I called support again, they referred me to a 3rd party app which is an old DOS type program that does not map easily.  Does anyone have any suggestions?  Or do we know why QB doesn't have batch Sales Receipts??

7 Comments 7
BettyJaneB
QuickBooks Team

Batch transactions for Sales Receipts

Hi there, @sburns.

 

Glad to have you back here in the Community. I'm here to share some insights about entering sales receipts in batch into QuickBooks Desktop.

 

If the sales receipts are deposited already, you can still enter it in batch transactions and select deposit as the transaction type. However, if you wanted to have it recorded on QuickBooks as sales receipts, then this option isn't available. To learn more about entering batch transaction, please check out this article: Enter transactions by batch in QuickBooks Desktop.

 

I'd also encourage sharing this idea to our developers by sending us feedback. Doing this helps them determine the features that needs to be added for future updates. This can also help us assess how we can better serve you in running your business. 

 

In order for them to account your suggestions, please follow these steps on your QuickBooks Desktop account:

  1. Click the Help menu bar.
  2. Scroll down to Send Feedback Online.
  3. Select Product Suggestion.
  4. Choose Product Suggestion for the Type of Feedback.
  5. Product Area is optional.
  6. Enter your suggestion.
  7. Click Send Feedback.

Please let me know if you need further assistance with your QuickBooks account. I'm here to help you out whenever you needed me. Have a great day!

dkncpa
Level 1

Batch transactions for Sales Receipts

This is a huge issue.  We have a stripe account that integrates with QB but the integration dumps the data into journal entries.  It doesn't have the customer name and as everyone knows, QB is not set up to use journal entries to record sales.  It will throw your reports off.  If there were a way to use batch transactions for sales journals, the problem would be solved.  Please HELP!!!

 

 

Rose-A
Moderator

Batch transactions for Sales Receipts

Hello, dkncpa.

Let me share some information about using the batch transaction for sales journal.

 

Intuit QuickBooks will provide support if your data has been successfully integrated with QuickBooks. All third-party application (non-intuit) will no longer have access to their software. You can reach out to your third-party application for the detailed steps on how you can use the batch transactions for sales journals using their application.

 

You may find this article helpful: https://quickbooks.intuit.com/community/Income-and-expenses/Create-sales-receipts/td-p/201986.

 

For additional help, feel free to reach out to our Customer Care Team. To reach us, please follow these steps:

 

  1. Sign in to your QuickBooks Online Company.
  2. Click (?) Help at the upper right corner.
  3. At the bottom, click on Contact us.
  4. Type in your concern then hit Continue.

Please let me know if you have questions about sales receipts in QuickBooks Destkop. Have a good one.

sburns
Level 1

Batch transactions for Sales Receipts

I submitted developer feedback on this issue.  We need the sales receipts as the funds are then deposited in bulk and need to be to show that in QB to match our bank statements.  

FritzF
Moderator

Batch transactions for Sales Receipts

Thanks for getting back to us in the Community, @sburns.

 

I appreciate you sending feedback regarding this. I can see how having this option would be helpful for you and your business. Rest assured, I'm going to submit a feature request from my side as well, which is sent to the Product Development Team. They're constantly looking for great ideas from users, like yourself, when deciding how to enhance QuickBooks.

 

Just in case, you can check out this article for future reference: Enter transactions by batch in QuickBooks Desktop.

 

Post again or leave a comment on this thread if you have any follow-up questions or concern. I'm always here to help you out. Have a wonderful rest of the day!

bakr407
Level 1

Batch transactions for Sales Receipts

What is the status of creating batch transactions for sales receipts in QB Desktop?

GlinetteC
Moderator

Batch transactions for Sales Receipts

Thanks for reaching out to the Community for help, bakr407. 

 

I want you to know that our goal here is to help save time and keep things easy for our users when doing tasks in QuickBooks.

 

It's ideal to create sales receipts by batch in QuickBooks Desktop. However, it's still unavailable. Rest assured that I'll be sending another feedback to our product developers so they might consider adding this in any future updates.

 

You may also want to check out this article on how to enter transactions by batch: Enter transactions by batch in QuickBooks Desktop.

 

If you have any other Quickbooks concerns, please click the Reply button so I can help you out.

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