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Royalboater
Level 1
posted
‎January 27, 2022 07:07 AM
last updated ‎January 27, 2022 7:07 AM

How do I import sales receipts into 2019 Desktop Pro

I am looking for help to import customers and sales receipts into 2019 Desktop Pro version.

Can someone please help?

I wanted to import customers and sales receipts.

I think we figured out how to import customers but not sales receipts.

I want to use an Excel .CSV file to import into QBs if possible.

 

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4 Comments 4
Rustler
Level 15
‎January 27, 2022 08:26 AM

How do I import sales receipts into 2019 Desktop Pro

There is no easy way to do this in QBDT.  I suggest you google for transaction pro importer and use that 

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Fiat Lux - ASIA
Level 15
‎January 27, 2022 09:08 AM

How do I import sales receipts into 2019 Desktop Pro

@Royalboater 

Prepare the Sales Receipts data with the following template

CustomerTransaction DateRefNumberPayment MethodCheck NumberClassTemplate NameTo Be PrintedShip DateBillTo Line1BillTo Line2BillTo Line3BillTo Line4BillTo CityBillTo StateBillTo PostalCodeBillTo CountryShipTo Line1ShipTo Line2ShipTo Line3ShipTo Line4ShipTo CityShipTo StateShipTo PostalCodeShipTo CountryPhoneFaxEmailContact NameFirst NameLast NameRepDue DateShip MethodCustomer MessageMemoCust. Tax CodeItemQuantityDescriptionPriceDeposit ToIs PendingItem Line ClassService DateFOBCustomer Acct NoSales Tax ItemTo Be E-MailedOtherOther1Other2Unit of MeasureCurrencyExchange RateSales Tax Code
Anne's Bakery01/09/2020100Check123  Y#########Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA(123) 456-7890          NonCabinets10Cabinets1000Checking             Non
Anne's Bakery01/09/2020100Check123  Y#########Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA(123) 456-7890          NonHardware10Hardware50Checking             Non
John's Barber Shope02/09/2020101Check89  Y#########John's Barber Shope1 Main Street  AnytownNY12345USAJohn's Barber Shope1 Main Street  AnytownNY12345USA(999) 888-8888          NonBlueprints1Blueprints500Checking             Non
Main St Bank03/09/2020102Check18  N#########Main St Bank1 State Street  AnytownNY12345USAMain St Bank1 State Street  AnytownNY12345USA(888) 888-8888          NonDoor1Door300Checking             Non
Main St Bank03/09/2020102Check18  N#########Main St Bank1 State Street  AnytownNY12345USAMain St Bank1 State Street  AnytownNY12345USA(888) 888-8888          NonHandles1Handle10Checking             Non

 

then use one of these importer tools

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

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Royalboater
Level 1
‎January 27, 2022 11:25 AM

How do I import sales receipts into 2019 Desktop Pro

Fiat, thank you for the information.

Let me send this to my developer and see if he can make it work.

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Royalboater
Level 1
‎January 27, 2022 11:27 AM

How do I import sales receipts into 2019 Desktop Pro

Rustler,

Not familiar with that feature on Google but will forward to my developer to try.

thank you.

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