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Importing sales receipt is unavailable in QuickBooks, cosmopharma.btr.
You'd want to manually enter these transactions you have. Here's how:
Here's an article to know more about importing data: https://community.intuit.com/articles/1806574.
If you want to customize the sales receipts, check out this article: https://community.intuit.com/articles/1768656.
If you'd like to know more about recording transactions in QuickBooks, leave a comment below.
This makes no sense. If I want to import sales transactions from my POS system - say 400 transactions - I'm doing this manually?
Transaction Pro instructions indicate selecting the "sales receipt" tab on the import data page. Why isn't this available?
Hello there, @ktwpci.
Let me provide some information about importing sales receipts in QuickBooks Online.
Importing your data in QBO is the easiest way to ensure your books are up-to-date. Since this feature doesn't directly within the software, you'll need to use a third-party app to successfully import your transactions.
You can also click this link to find apps you can integrate with QuickBooks: https://apps.intuit.com/app/apps/home.
From there, you can find tons of apps that are compatible and designed to work with QBO.
We're only a couple of clicks away if you need anything else. Have a great day.
For the time being, you may utilize TP Importer.
https://transactionpro.grsm.io/qbo
The template for Sales Receipts data should be like this
RefNumber | Customer | TxnDate | ShipDate | ShipMethodName | TrackingNum | Location | Class | BankAccount | PaymentMethod | PaymentRefNumber | BillAddrLine1 | BillAddrLine2 | BillAddrLine3 | BillAddrLine4 | BillAddrCity | BillAddrState | BillAddrPostalCode | BillAddrCountry | ShipAddrLine1 | ShipAddrLine2 | ShipAddrLine3 | ShipAddrLine4 | ShipAddrCity | ShipAddrState | ShipAddrPostalCode | ShipAddrCountry | PrivateNote | Msg | Currency | ExchangeRate | BillEmail | ToBePrinted | ToBeEmailed | ShipAmt | ShipItem | TipAmt | DiscountAmt | DiscountRate | TaxRate | TaxAmt | DiscountTaxable | LineServiceDate | LineItem | LineDesc | LineQty | LineUnitPrice | LineAmount | LineClass | LineTaxable |
101 | Janice Johnson | 01/10/2020 | Checking | Check | 20013 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | Special Handling | Thank you for your order! | N | Y | 0.02 | Y | Leather Case | Leather Case | 2 | 10 | TAX | |||||||||||||||||||||||
101 | Janice Johnson | 01/10/2020 | Checking | Check | 20013 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | Special Handling | Thank you for your order! | N | Y | 0.02 | Y | Gift Cards | Gift Cards | 2 | 5 | TAX | |||||||||||||||||||||||
102 | Leonard Walker Inc | 01/10/2020 | Checking | Cash | paid cash | 9 Winding Road | Winchester | NY | 12345 | 9 Winding Road | Winchester | NY | 12345 | Thank you for your order! | Y | N | Y | Handhelds | Portable Game Player | 1 | 100 | TAX |
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