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Level 1

Why is there no option for "Sales Receipt" under my "Import Data" function? There are only Bank Data, Customers, Suppliers, Chart of Accounts, and Products and Services

 
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Moderator

Why is there no option for "Sales Receipt" under my "Import Data" function? There are only Bank Data, Customers, Suppliers, Chart of Accounts, and Products and Services

Importing sales receipt is unavailable in QuickBooks, cosmopharma.btr.

 

You'd want to manually enter these transactions you have. Here's how:

 

  1. Click the Plus icon.
  2. Select Sales Receipt under Customers.
  3. Select the name of the customer or create a new one.
  4. Enter all sales information needed.
  5. Select Save and close.

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.

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Level 1

Why is there no option for "Sales Receipt" under my "Import Data" function? There are only Bank Data, Customers, Suppliers, Chart of Accounts, and Products and Services

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?

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QuickBooks Team

Why is there no option for "Sales Receipt" under my "Import Data" function? There are only Bank Data, Customers, Suppliers, Chart of Accounts, and Products and Services

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.

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Level 11

Why is there no option for "Sales Receipt" under my "Import Data" function? There are only Bank Data, Customers, Suppliers, Chart of Accounts, and Products and Services

@ktwpci 

For the time being, you may utilize TP Importer.

https://transactionpro.grsm.io/qbo

 

The template for Sales Receipts data should be like this

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