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kwarnaby
October 18, 2021
Question

Importing the class field on sales receipts

  • October 18, 2021
  • 2 replies
  • 0 views

Hi there, 

 

When I import Sales receipt data there does not seem to be an option to import the class field. How can I get this included? I currently have to go through each sales receipt and add class information manually. 

 

Thanks 

 

Katie

 

    2 replies

    A
    Ashleigh1
    October 18, 2021

    Hi Kwarnaby, 

     

    Welcome to the Community page, 

     

    There is no way of being able to include classes in the upload, it would be a case of uploading them and going through each one manually and adding it on, we will pass this on to the developers as feedback for you on your behalf. 

    N
    NicolaM
    January 5, 2022

    It would be really very useful to be able to add the class to the data import. As a charity, we use classes for everything and currently the import feature is useless to us as we have to go into each transaction afterwards to add the class. 

      Fiat Lux - ASIA
      Fiat Lux - ASIA
      January 6, 2022

      @NicolaM 

      Utilize the importer I mentioned earlier as a workaround.

      Fiat Lux - ASIA
      Fiat Lux - ASIA
      October 18, 2021

      @kwarnaby

      Prepare the 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 utilize an importer tool

      https://transactionpro.grsm.io/qbo

       

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