Question

Import sales receipts and purchase orders from excel

Forum|Forum|7 years ago
November 23, 2018
6 replies
0 views

My sales receipts usually have 30-50 stock items. They are around same stock items every week. Same thing is for purchases. Is there an option where I can prepare sales receipt / purchase order in excel and then upload it on QB?

QuickBooks Online

A

AldrinS

I'm glad you reached out to me today, sam_j.

Yes, there's an option where you can prepare these transactions in Excel and import it to QuickBooks.

QuickBooks Apps enhance the capabilities of QBO, each working together to help you with your business. To get this job done, you'll need to integrate an app that'll let you upload your prepared transactions to QBO.

Let me help you find this app an walk you through the integration:

Click Apps in the left navigation menu.
In the Search field, enter "Import Transactions" or any other keywords to find the most suitable app. You may also click Browse Category, then choose Data Sync.
Browse through the apps, then select the one you want.
Click Get app now, and then Connect.
- Sign in using your Intuit Account, if you'll be asked to verify your identity.
From the Company/Firm drop-down menu, select your company.
Click Confirm, and then Connect.

That should do it! Once you're done, you'll be all set to upload your transactions to QBO using this app. To learn more about this process, you may check out this article:

App support

Keep in touch if you need more help with your sales receipt or purchase order. I'm here anytime to help you out, however I can.

M

Malcolm Ziman

@AldrinS wrote:

Yes, there's an option where you can prepare these transactions in Excel and import it to QuickBooks.

QuickBooks Apps enhance the capabilities of QBO, each working together to help you with your business. To get this job done, you'll need to integrate an app that'll let you upload your prepared transactions to QBO.

It really should be mentioned that apps are not free; they cost more money.

Also it was announced at a recent new feature webinar that QBO will be allowing the import of invoices in the future, built-in, without the need for an app

A

AldrinS

Thank you for sharing, Malcolm Ziman.

There are plenty of apps developed by third-party businesses that they can integrate with QuickBooks.

While some of them have a fee, there are also some applications they could use for free. All of these apps are available in the App Center, or they could visit Apps.Intuit.com to look for them.

Let me know if there's anything else I can do for you.

K

Kirill - CloudBusiness LLC

Hello Sam,

In the intuit appStore there is an app named "Business Importer".

You will be able to import sales receipts, purchase orders and other entities from xlxs/csv files which include up to 50 lines (for 14 day trial period). And if you'll like it, as a subscribed user, you will be able to import files with amount of lines, only limited by the QBO.

H

Helen_Jackson

Hi,

Yes. It is possible to import Sales Receipts and Purchase Orders from Excel to QB Online. 'Excel Transactions Importer and Deleter' App would help. You can refer to the article below.

https://bit.ly/2Jtfmvw

https://bit.ly/2HaPXoO

H

Helen_Jackson

Hi,

Yes. It is possible to import Sales Receipts and Purchase Orders from Excel into QBO. 'Excel Transactions Importer and Deleter' App would help. You can refer to the article below.

https://bit.ly/2HaPXoO

https://bit.ly/2Jtfmvw

M

mariahchen116

Hi team -

It looks like there is a way to bulk upload sales receipts (via link: https://quickbooks.intuit.com/learn-support/en-uk/help-article/import-transactions/import-sales-receipts/L5BrcgXyh_GB_en_GB) but when I click the Gear icon, my import options do not have "Sales receipts". Is there a reason why I cannot see that or is this feature just no longer available?

Adrian_A

Hi there, mariahchen116.

The option to import sales receipt directly from the Gear icon is available for UK version. For the QuickBooks Online US version, I'd suggest looking for an app that can import the said transactions by batch. Here's how:

Click the Apps tab
Under Find apps, click Browse categories.
Select a category.

I'd also suggest sending Feedback to our developers by hitting the Gear icon and then selecting Feedback. You can track feature requests through the QuickBooks Online Feature Requests website.

You can check this reference if you want to set up recurring sales receipt: Set up a recurring sales receipt.

I'm just a post-away whenever you have concerns creating recurring transactions.

C

ChiBri

I agree, SaasAnt is very useful and definitely gets the job done.

More useful would be QBO actually opening functionality that is already in the UK version of the program!

S

SammiJane

It is ridiculous that the UK version has capabilities not offered in the US. What is the reasoning behind that decision?

L

LeizylM

Hi there, SammiJane.

As mentioned by my colleague above, the option to import sales receipts directly from the Gear icon is available for the UK version. I can see how this functionality would be beneficial to your business.

I encourage sending feedback directly to our Product Development team. These requests are sent directly to the US development team that reviews all customer feature requests.

Here's how to submit feedback:

Click the Gear icon.
Select Feedback.
Enter your product suggestion.
Once done, hit Next to submit.

Also, we have gone ahead and submitted the request internally. However, we still recommend using the Feedback tab. This way, you'll receive email updates if the feature request you've submitted gets implemented.

For future reference, the following article outlines the steps on how to personalize the look on your forms: Customize Invoices, Estimates, and Sales Receipts.

Keep me posted if you have any additional questions about importing concerns. I'll be right here to help.

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