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Devon2
Level 1

Shopkeep Integration

Hello,

I am a new ShopKeep user and am curious if it is possible to turn a sales receipt in SK into a customer invoice in QB? To put it another way, I would like to be able to charge my business clients at the SK register and have it export as an invoice when it suyn into QB. Is that possible?

 

Thank you,

Devon

1 Comment
CharleneMae_F
QuickBooks Team

Shopkeep Integration

Hi there, @Devon2.

 

We can import your invoices through an Excel file. Before diving in, let's make sure to turn on the Custom transaction numbers option and prepare your spreadsheet.

 

  1. Go to the Gear icon, then select Account and Settings.
  2. Choose the Sales Tab.
  3. On the Sales form content section, click the pencil icon.
  4. Put a checkmark in the box beside Custom transaction numbers.
  5. Click Save and then Done.

Once done, you can now upload your spreadsheet in QuickBooks Online. Here's how:

 

  1. Go to Settings ⚙ and select Import Data.
  2. Select Invoices.

It's important to make sure each line your spreadsheet’s column headings matches with QuickBooks fields. You can check out the correct mapping below to avoid errors.

 

  •  Fields with an asterisk (*) are required.
  • Choose Not applicable for any fields not in your spreadsheet.  If product or service isn’t added, QuickBooks populates with a generic item called "sales".
  • Select the date format you used in your spreadsheet, like DD/MM/YYYY.
  • Click Exclusive or Inclusive as your tax option.
  • Hit Next.

After mapping, review the summary of your import. If everything looks good, select Start import.

 

Once done, you can now record invoice payments in QuickBooks Online after your customer pays their invoice.

 

If you have additional questions, feel free to click the Reply button. We're always here to help.

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