Hello, I added the Ecwid Connector for my store. How do I get older sales into QB Online? Thank you Kevin

You need to import older sales receipt into QBO by another tool.

I can help you get your older sales transactions into QuickBooks Online (QBO), @mnk_398. 

We can bring your older data to QuickBooks by exporting them first from Ecwid and saving it somewhere on your computer. After that, we can Import data from the settings. You can use a CSV, Google Sheets, or an XLS/XLSX file to import information. If you use a CSV file, make sure it is formatted correctly for QBO. 

Here's how to import the data:

1. From the Cog Wheel, choose Import data.
2. Select the type of data that you want to bring in.
3. Click Import, then hit Upload.
4. Follow the prompts to upload your CSV file and map the fields to match QuickBooks Online’s format.

I've added this link for some frequently asked questions when importing data: Common questions about importing data to QuickBooks Online.

Moreover, you may visit this article if you want to download your QuickBooks data: Export reports, lists, and other data from QuickBooks Online.

Let me know if you have any other questions regarding your QuickBooks transactions. I'd be more than happy to help.

Hi Nicole,

I downloaded (exported) my CSV file from Ecwid. In order to ensure I didn't have a complete mess I deleted all but one sale. I asterisked the items but still received a couple of errors but in the end was able to import the data.

I have a follow on question: Most of my customers are ordering for a military unit but have to add their name to the order. Once an order is imported from the CSV file can I easily change it to the military unit?

thank you

Kevin

I'm glad you've successfully imported your data into QuickBooks Online (QBO). @mnk_398.

Yes, you’re correct. You can edit or modify the sales receipt details after they have been imported into QBO. You can refer to the sample screenshot below to locate those sales receipts:

Additionally, you can also check out this resource to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts.

Let me know if you have other questions about managing sales transactions. I'm always here to help. Stay well.