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enkbenson
Level 2

I do not have some features, like Sales Receipt. Why is that?

 
Solved
Best answer November 09, 2020

Best Answers
Angelyn_T
QuickBooks Team

I do not have some features, like Sales Receipt. Why is that?

Thank you for the additional details, @enkbenson.

 

Importing data is the fastest way of bringing them to QuickBooks Online. The system allows you to easily import bank data, customers, suppliers, chart of accounts, invoices, and bills, and products and services. I'll share with you how to import your sales receipts.

 

First, you can look for a third-party application and connect it to QuickBooks to successfully import the sales receipts transactions. Make sure to open QuickBooks as a master administrator to use and manage apps in your account.

 

Here's how:

 

  1. Go to the Apps menu.
  2. Search for the app you're interested in.
  3. Select the app, then click Get the app now.
  4. Review the Authorisation page and select Connect.
  5. Follow the on-screen instructions to complete the process.

To answer the most commonly asked questions about importing data to QBO, you can check out this article. It also gives the ordered list of information that you can import.

 

Once done importing your data, you can as well open the topics from our help articles as your guide while getting started with QBO.

 

Please let me know how else I can help you with QuickBooks by adding a comment below. I'm more than happy to help. Keep safe!

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8 Comments 8
Rea_M
Moderator

I do not have some features, like Sales Receipt. Why is that?

Hello there, @enkbenson.

 

With QuickBooks Online (QBO), you're able to track your business income and expenses. You should have the sales receipt feature and other sales transactions (i.e. invoice, receive payment, and quote) regardless of your subscription or current program version. You're able to create one by selecting the + New button. Please see the attached screenshot below.

 

There are times that the browser is full of frequently accessed pages, thus causing some unusual system responses. You can isolate this by logging into your QuickBooks Online (QBO) account using a private browser (incognito). Here's how:

  • Press Ctrl Shift (Google Chrome)
  • Ctrl Shift (Firefox)
  • Control Option (Safari)

 

Once signed in, go to the + New button. If you're able to see the sales receipt feature, return to your default browser and clear its cache and cookies. This will remove older data that causes viewing and performance issues. However, if the problem persists, I'd recommend using other supported browsers.

 

Additionally, to compare the features per QBO version, I'd recommend checking out this article: QuickBooks Accounting Plan Comparisons. It also contains details about the additional features we offer when using the program like free support, applications, and accountants access.

 

I'm also adding this article to know more about all the newly-added features in QBO: What's New in QuickBooks Online. It includes auto invoice reminders and GSTIN validation change to name a few.

 

Please know that you're always welcome to comment below if you have other concerns or follow up inquiries about QBO features. I'm just around to help. Take care always.

enkbenson
Level 2

I do not have some features, like Sales Receipt. Why is that?

Hi Rea_M

 

Thanks for the feedback. I wasn't very specific as to the exact nature of my issue.

I meant I do not have Sales Receipt as part of the import data options.

I am currently subscribed to online plus so I expected to have access to all import options.

Fiat Lux - ASIA
Level 15

I do not have some features, like Sales Receipt. Why is that?

@enkbenson 

You need an importer tool to do so.

https://transactionpro.grsm.io/qbo

 

Angelyn_T
QuickBooks Team

I do not have some features, like Sales Receipt. Why is that?

Thank you for the additional details, @enkbenson.

 

Importing data is the fastest way of bringing them to QuickBooks Online. The system allows you to easily import bank data, customers, suppliers, chart of accounts, invoices, and bills, and products and services. I'll share with you how to import your sales receipts.

 

First, you can look for a third-party application and connect it to QuickBooks to successfully import the sales receipts transactions. Make sure to open QuickBooks as a master administrator to use and manage apps in your account.

 

Here's how:

 

  1. Go to the Apps menu.
  2. Search for the app you're interested in.
  3. Select the app, then click Get the app now.
  4. Review the Authorisation page and select Connect.
  5. Follow the on-screen instructions to complete the process.

To answer the most commonly asked questions about importing data to QBO, you can check out this article. It also gives the ordered list of information that you can import.

 

Once done importing your data, you can as well open the topics from our help articles as your guide while getting started with QBO.

 

Please let me know how else I can help you with QuickBooks by adding a comment below. I'm more than happy to help. Keep safe!

enkbenson
Level 2

I do not have some features, like Sales Receipt. Why is that?

Thanks

CharlMarais
Level 1

I do not have some features, like Sales Receipt. Why is that?

Why does this knowledge base article not say anything about 3rd party apps. https://quickbooks.intuit.com/learn-support/en-uk/help-article/import-transactions/import-sales-rece...

 

Which third party app should I use to import Sales Receipts from a CVS file?

jenop2
QuickBooks Team

I do not have some features, like Sales Receipt. Why is that?

I understand that you want to import your sales receipts using a CSV file, CharlMarais. Allow me to provide some additional clarity to help address your questions surrounding that.

 

I can also see the link you shared contains instructions for QuickBooks UK. Importing sales receipts is a native capability offered in this version of QuickBooks Online. Therefore, a third-party app integration is not necessary. This is why the article does not include an information about using an app. 

 

When it comes to suggesting third-party apps, QuickBooks has partnered with several of them that can be suitable for your business depending on your workflow and requirements. Let me share these steps on how you can find an approved and accredited app:

 

  1. Go to the Apps menu and proceed to the Find apps tab. 
  2. Click the drop-down list for Browse categories
  3. Select Manage data, then click Data management

 

Please consider the following before granting third-party applications access to your company file:

 

  • It is recommended to use only signed applications. If you must use an unsigned application, contact the developer and request a signed version.
  • Prior to granting access, investigate the application to confirm the specific type of data it can access.
  • It is important to notify anyone who may be affected that you will be utilizing an application that has access to sensitive data in your file.

 

Let me also share these articles for additional guidance on this matter:

 

 

This can help narrow down the best fit based on the capabilities that would bring the most value to your operations.

 

 Please let me know if going over some of those decision points in more detail would be helpful for you, CharlMarais. You can also reply to us or post a new question if you need anything else. 

4Gal
Level 11

I do not have some features, like Sales Receipt. Why is that?

@CharlMarais 

Prepare your Sales Receipt 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

 

then use the importer tool to proceed

https://get.transactionpro.com/qbo