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vamsi_krishna2
Level 1

Bulk import receipts

 
4 Comments 4
JonpriL
Moderator

Bulk import receipts

Hello @vamsi_krishna2,

 

As of the moment, there isn't an integrated way to import your receipts in bulk. But you can integrate one of our third-party applications and use it to import transactions in batch. I'll show you how.

 

  1. Go to Apps.
  2. Enter Import Transactions in the Search address.
  3. Select the app you wish to utilise and check for reviews.
  4. Click Get app now.

 

Additionally, I've also included this reference helpful with the resources you can use while working with us: Browse all articles for your QuickBooks product.

 

If there's anything else that I can help you with, please let me know by leaving any comments below. I'll be here to lend a helping hand. Take care and stay safe!

Fiat Lux - ASIA
Level 15

Bulk import receipts

@vamsi_krishna2 

Do you need to import sales receipts data or expense receipts data?

chelina888
Level 1

Bulk import receipts

Hi how to import bulk sales receipt and automatically send to the receiver without doing it manually in quickbooks online? Thank you @Fiat Lux - ASIA 

Fiat Lux - ASIA
Level 15

Bulk import receipts

@chelina888 

Prepare your Sales Receipts data with the following template and make sure to fill the status  of "ToBeEmailed"

RefNumberCustomerTxnDateShipDateShipMethodNameTrackingNumLocationClassBankAccountPaymentMethodPaymentRefNumberBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgCurrencyExchangeRateBillEmailToBePrintedToBeEmailedShipAmtShipItemTipAmtDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020     CheckingCheck20013110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!   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!   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!   YN       Y HandheldsPortable Game Player1100  TAX
102Leonard Walker Inc01/10/2020     CheckingCashpaid cash9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!   YN       Y Software1 Year Warranty125  TAX
102Leonard Walker Inc01/10/2020     CheckingCashpaid cash9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!   YN       Y Extended Warranty1 Year Extended Warranty15  TAX
103Lisa Smith01/10/2020     CheckingCheck459119 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256  We appreciate your business!   NY         Gift Certificate$50 Gift Certificate150  NON
103Lisa Smith01/10/2020     CheckingCheck459119 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256  We appreciate your business!   NY         Magazine SubscriptionAnnual Magazine Subscription212  NON
103Lisa Smith01/10/2020     CheckingCheck459119 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256  We appreciate your business!   NY         Music TitlesArtist CDs312.5  NON

 

then utilize an importer tool

https://transactionpro.grsm.io/qbo