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April 14, 2024
Question

I download stripe transactions from stripe and manually create sales reciepts for each customer. Is there a way to upload the excel and generate receipts automatically?

  • April 14, 2024
  • 2 replies
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2 replies

April 15, 2024

You can prepare 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 an importer tool to proceed.

https://get.transactionpro.com/qbo

 

April 15, 2024

Hello there, sanober.

 

Yes, you can import Excel using a CSV file. Open the Import sales receipts tool. 

 

Here's how:

 

  1. Select the Gear icon.
  2. Under Tools, choose Import data.
  3. Select Sales receipts.

 

Once done, upload a CSV file, and you can check out this article to see the example data file available:  Preview what's required to import sales receipts

 

Lastly, you can map your column headings and import sales receipts. Refer to step 3 and step 4 for a step-by-step guide: How to import sales receipts

 

Keep us posted if you have other questions or concerns. Feel free to come back here in the Community, we're here to assist you 24/7.