cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here
admin-YPR
Level 1

How to create sales receipt in bulk?

can i import sales data to make bulk receipt?
1 Comment 1
ChristineJoieR
QuickBooks Team

How to create sales receipt in bulk?

Yes, we can import sales receipts by navigating to the Gear icon, Admin-YPR.

 

Before importing, I suggest mapping the columns correctly or downloading a sample file for reference. Proper mapping ensures data aligns with mapping requirements, reducing the risk of misalignment.

 

To import, here is how:

 

1. Select Import Data from the Gear icon.

2. Click the Sales Receipts box and choose the Browse button to locate the file.

3. Once located, click the Next option below and enter the Date format correctly. Then, choose Next.

4. Follow the on-screen instructions to upload and map your file, then select Continue to complete the import.

 

However, bulk creation of sales receipts is only available in QuickBooks Online Advanced for users in the United Kingdom and the United States.

 

Since this feature isn't offered in the international versions, you may consider either using a third-party application to streamline the process or manually entering sales receipts one at a time within QuickBooks.

 

Here's how to find and integrate third-party apps:

 

1. Go to the Apps menu.

2. Select Find Apps.

3. Look for an app in the Search bar. Or, scan them in the Browse categories or industries related to creating sales receipts by batch.

 

For an overview of individual sales transactions, refer to this article for step-by-step instructions to access data such as the Sales List or Sales by Customer: Run report in QuickBooks Online.

 

Please let me know in this thread if you need any further guidance on this topic.