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Level 1

Can I import sales receipts into the Quickbooks online? I am not able to view the options under the Import Data menu.

 
2 Comments
QuickBooks Team

Can I import sales receipts into the Quickbooks online? I am not able to view the options under the Import Data menu.

Hello there, rudy6.

 

While the option to import sales receipt is unavailable, you'll want to manually enter them in QuickBooks Online.

 

Here's how:

 

  1. Go to the +New button.
  2. Select the Sales receipt option.
  3. Enter the customer details and select the items.
  4. Click Save and close.

I'll surely take note of this suggestion for future updates. For more details in handling customer transactions, refer to these links:

 

Let me know if you have other questions. Take care and have a great day!

Level 15

Can I import sales receipts into the Quickbooks online? I am not able to view the options under the Import Data menu.

@rudy6 

Utilize the trial period of TPImporter

https://transactionpro.grsm.io/qbo

 

Prepare the Sales Receipts 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