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learaviator-yaho
Level 1
posted
‎September 19, 2024 04:57 PM
last updated ‎September 19, 2024 4:57 PM

I just started using QuickBooks. I am wondering how to insert past payments from clients?

 
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3 Comments 3
Deity Alpha
Level 7
‎September 19, 2024 05:02 PM

I just started using QuickBooks. I am wondering how to insert past payments from clients?

Do Do you have outstanding invoices in your QBO or just need to register historical sales data?

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learaviator-yaho
Level 1
‎September 23, 2024 07:22 AM

I just started using QuickBooks. I am wondering how to insert past payments from clients?

Thank you for replying! I just need to register historical sales data. 

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Deity Alpha
Level 7
‎September 23, 2024 09:48 AM

I just started using QuickBooks. I am wondering how to insert past payments from clients?

You can prepare Sales Receipt 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

 

then use an importer tool to proceed

https://get.transactionpro.com/qbo

 

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