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shipra-loopclub-
Level 1

Can i import sales from excel in multi currency without creating invoices? How to book a third party transaction like selling services via Shopify?

 
4 Comments 4
Fiat Lux - ASIA
Level 15

Can i import sales from excel in multi currency without creating invoices? How to book a third party transaction like selling services via Shopify?

You should utilize an importer tool to import Sales Receipts data into your QBO.

https://transactionpro.grsm.io/qbo

 

You may also explore Onesaas to connect Shopify and QBO for free.

 

Adrian_A
Moderator

Can i import sales from excel in multi currency without creating invoices? How to book a third party transaction like selling services via Shopify?

Hi shipra-loopclub-,

 

Yes. We can import the transactions in multi currency. Before doing so, let's ensure that you have turned on the Multicurrency option. Let me guide you how:

 

  1. From the Gear icon, select Account and settings.
  2. Go to the Advanced section.
  3. Click the Currency field.
  4. Toggle Multicurrency.
  5. Tick I understand I can’t undo Multicurrency.
  6. Click Save and then Done.

 

Once turned on, you can add a foreign currency:

 

  1. Open the transaction details and select Add.
  2. In the currency fields, enter the Foreign amount or the Exchange rate your bank provides.

 

Afterward, you can import the items. I've added this guide for more information on the process: Format CSV files in Excel into QuickBooks.

 

As for the third-party transaction, I'd recommend reaching out to Shopify support and you can ask if they support integration for QuickBooks Online India. Otherwise, you'll have to manually enter the transaction as invoices.

 

I've also added this reference about categorising the imported transactions: Categorise and match online bank transactions in QuickBooks Online.

 

I'll be around if there's anything that I can help. Keep safe!

shipra-loopclub-
Level 1

Can i import sales from excel in multi currency without creating invoices? How to book a third party transaction like selling services via Shopify?

Hey,

Thanks for your help. I have changed the currency settings and now i am importing multiple invoices. So i am able to reach till "Map your Place of Supply" stage after that i click on "next" nothing happens. It does not show any error or anything. I don't understand how to move forward. If you can help with this?

 

Rea_M
QuickBooks Team

Can i import sales from excel in multi currency without creating invoices? How to book a third party transaction like selling services via Shopify?

Thanks for getting back to us, @shipra-loopclub-. You're already on the right track in importing multiple invoices in QuickBooks Online (QBO). I'm here to make sure you'll successfully execute the process so you can manage them accordingly.

 

Based on your description above, I can tell that you've prepared your invoice spreadsheet according to what's required. Since you're almost done with the process, you just need to reimport your invoices to QBO. To do this, you can refer to this article for the step-by-step guide: Import multiple invoices at once.

 

In case the issue persists, I encourage you to send a screenshot for us to further identify the cause. This way, I can also provide the exact resolution for this matter. 

 

Once done, you need to review your downloaded transactions. Then, make sure to reconcile your accounts every month to keep them updated and accurate.

 

Also, you can personalise and add specific info to your sales forms in QBO. This way, you're able to create attractive and professional-looking invoices. You can check out this article for the complete details: Customise invoices in QuickBooks Online.

 

Keep me posted on how it goes in the comments below. If you have other importing concerns or inquiries about managing your invoices in QBO, I'll be right here ready to help. Take care and stay safe.