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April 15, 2025
Question

Hi , I am using qb online, while importing the sales receipt, there is no payment method field available. Could you help me how to import payment method field . THANKS

  • April 15, 2025
  • 1 reply
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1 reply

Clark_B
April 15, 2025

You can manually edit the Sales Receipts once imported, @london.account. I’ll share some details about this below.

 

To begin with, the option to enter the payment method field while importing Sales Receipts (SR) is unavailable. As a workaround, you can import your SR without the payment method and then manually edit the payment method field to each receipt after they have been imported.

 

While this option is unavailable, I recommend sending feedback about it. Your feedback will help us improve your QBO experience and will be shared with our Product Development Team. Here's how:

 

  1. At the upper right corner, click the Gear icon.
  2. Under the Profile, select Feedback.
  3. Enter your comments or product suggestions.
  4. Then, select Next to submit a feedback.

 

For more details about the feedback process, you can check this article: Submit Feedback.

 

I'll also add this article to help you personalize and add specific information to your sales forms: Customise invoices, estimates, and sales receipts in QuickBooks.

 

If you have any follow-up questions regarding importing sales receipts, feel free to ask me. I'm always here to help you, @london.account.