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L
learaviator-yaho
September 19, 2024
Question

I just started using QuickBooks. I am wondering how to insert past payments from clients?

  • September 19, 2024
  • 1 reply
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1 reply

D
Deity Alpha
September 20, 2024

Do Do you have outstanding invoices in your QBO or just need to register historical sales data?

L
learaviator-yahoAuthor
September 23, 2024

Thank you for replying! I just need to register historical sales data. 

D
Deity Alpha
September 23, 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

 

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