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A
AmitKE
September 24, 2020
Question

Importing Revenue using CSV file

  • September 24, 2020
  • 1 reply
  • 0 views

Hi,

 

We have a few customers using Quickbooks and they want to import Daily Revenue information from their POS system into Quickbooks. The revenue information is total revenue for the day and not per sales receipt.

 

How is can this be done, is there a sample file that is available to show what the import file should look like?

 

Thank you 

 

1 reply

A
Ashleigh1
September 24, 2020

Hello AmitKE, 

 

Welcome to the Community page, 

 

You could do it as one sales receipt for the day if that works for you. 

 

When you have logged into your account click on the main cogwheel top right> then click on import data under tools>select sales reciept>download an example> this will show you how the CSV file needs to look like when importing it in. once you have done the document and saved as CSV file then click on browse find the document and follow the steps and it will import it in for you. 

 

If have any Q's please let us know. 

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