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contact13
February 27, 2020
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How to Import Sales Receipts into QuickBooks Online

  • February 27, 2020
  • 2 replies
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Original commenter did not share additional details
Best answer by Fiat Lux - ASIA

@contact13 

Utilize the 3rd party tool to import sales receipts in bulk

https://transactionpro.grsm.io/qbo

 

The template should be like this

RefNumberCustomerTxnDateShipDateShipMethodNameTrackingNumLocationClassBankAccountPaymentMethodPaymentRefNumberBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgCurrencyExchangeRateBillEmailToBePrintedToBeEmailedShipAmtShipItemTipAmtDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020     CheckingCheck20013110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!   NY    0.02  Y MP3 PlayerBlue MP3 Player255  TAX
101Janice Johnson01/10/2020     CheckingCheck20013110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!   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!   NY    0.02  Y Gift CardsGift Cards25  TAX

 

Hope it helps.

2 replies

AddieC
AddieC
February 27, 2020

Hello, 

 

Importing data into QuickBooks Online is the quickest and easiest way to make sure your books are up-to-date. QuickBooks Online allows you to easily import Bank Data, Customers, Suppliers, Chart of Accounts, Products and Services, Invoices, and Bills. I'll explain how you can go about importing Sales Receipts.


Since this isn't a direct feature within the software at this time, you'll have to explore a third-party software in order to successfully import this information. You can review the list of apps that can sync with QBO here: QuickBooks Apps. To ensure you're looking at apps supported for the Canadian version of QBO, select the Canadian flag at the top of the page. 

 

I can see how having the option to import sales receipts directly in the system would be a really helpful feature in cases like this. I'd be happy to send your feedback off to our product development team for review. You can submit feedback on your end as well by clicking the Gear icon > Feedback. We're always looking for new ways to improve the product. 

 

If you have any other questions, please don't hesitate to reach out to our tech support team. 


Cheers. 

    C
    contact13Author
    February 27, 2020

    Could you please advice QuickBooks Apps name ?

    Fiat Lux - ASIA
    Fiat Lux - ASIAAnswer
    February 28, 2020

    @contact13 

    Utilize the 3rd party tool to import sales receipts in bulk

    https://transactionpro.grsm.io/qbo

     

    The template should be like this

    RefNumberCustomerTxnDateShipDateShipMethodNameTrackingNumLocationClassBankAccountPaymentMethodPaymentRefNumberBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgCurrencyExchangeRateBillEmailToBePrintedToBeEmailedShipAmtShipItemTipAmtDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
    101Janice Johnson01/10/2020     CheckingCheck20013110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!   NY    0.02  Y MP3 PlayerBlue MP3 Player255  TAX
    101Janice Johnson01/10/2020     CheckingCheck20013110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!   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!   NY    0.02  Y Gift CardsGift Cards25  TAX

     

    Hope it helps.

      A
      AndréB12
      February 27, 2020

      Hey contact13,

       

      Thank you for following up. As apps are provided by third-party developers, we aren't able to provide targeted support for specific ones. If you have any questions about apps in that list, don't hesitate to reach out to their developer. 

       

      Feel free to let me know if you have any additional questions.

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