We're glad that you've joined the thread, @radush_v.
Let me walk you through importing sales receipts in QuickBooks Online.
QuickBooks allows users to upload multiple sales receipts together for business efficiency. With this, sales receipts should not be more than 100.
Before you get started, please remember the following:
- You can upload sales receipts with multicurrency and multiple line items or as a total value for each invoice.
- VAT must be enabled if transactions have VAT amounts, though you don't need to change your VAT codes to QuickBooks VAT code formats.
- The sample file will not contain VAT columns if not turned on and vice versa.
- The VAT code will be the basis for VAT calculation if no VAT amount is specified. Otherwise, it will override any calculations that will be made by QuickBooks.
- Enable the Custom transaction number to keep sales receipt numbering in your file.
- CSV file should use this format when products/services need to be allocated to a Category: [category name]:[item name]
- Transactions with discounts and negative amounts cannot be imported.
- QuickBooks will utilize GBP as the home currency if not specified.
To begin with, let's open the Import sales receipts tool. Here's how:
- Head to the Gear icon.
- Select Import data under Tools.
- Choose Sales receipts.
After that, proceed to Steps 2, 3, and 4 to complete the process: How to import sales receipts.
On the other hand, consider reviewing these resources for guidance on organizing and reviewing your transactions to keep our book accurate:
Keep us posted if you have additional questions on importing sales receipts or other related concerns in QuickBooks Online. We'll be around to help.
