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M
Munir1
October 26, 2023
Question

how to import sales transactions and add them into quickbooks desktop

  • October 26, 2023
  • 2 replies
  • 0 views

when I import sales transactions through bank feeds and try to add it, it gives a message that there is no invoice in the name of this customer. Then How should I add this sales transaction into QuickBooks desktop.

2 replies

J
JamesM4
October 26, 2023

Hello Munir1,

 

Glad to have you back in the Community. QuickBooks offers a versatile accounting program that's designed to help simplify your accounting. I'll be glad to assist and help steer you in the right direction from here. 

 

When it comes to importing data into QuickBooks, it's important make sure you adhere to the importing process. I encourage you to check out the following article that shows you how to: Import and export data in QuickBooks Desktop. 

 

You're more than welcome to ask questions as you browse through the article. I'm here to help you achieve your QuickBooks goals. 

4
4Gal
October 27, 2023

@Munir1 

You can prepare your Sales Receipt data with the following template

CustomerTransaction DateRefNumberPayment MethodCheck NumberClassTemplate NameTo Be PrintedShip DateBillTo Line1BillTo Line2BillTo Line3BillTo Line4BillTo CityBillTo StateBillTo PostalCodeBillTo CountryShipTo Line1ShipTo Line2ShipTo Line3ShipTo Line4ShipTo CityShipTo StateShipTo PostalCodeShipTo CountryPhoneFaxEmailContact NameFirst NameLast NameRepDue DateShip MethodCustomer MessageMemoCust. Tax CodeItemQuantityDescriptionPriceDeposit ToIs PendingItem Line ClassService DateFOBCustomer Acct NoSales Tax ItemTo Be E-MailedOtherOther1Other2Unit of MeasureCurrencyExchange RateSales Tax Code
Anne's Bakery01/09/2020100Check123  Y#########Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA(123) 456-7890          NonCabinets10Cabinets1000Checking             Non
Anne's Bakery01/09/2020100Check123  Y#########Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA(123) 456-7890          NonHardware10Hardware50Checking             Non
John's Barber Shope02/09/2020101Check89  Y#########John's Barber Shope1 Main Street  AnytownNY12345USAJohn's Barber Shope1 Main Street  AnytownNY12345USA(999) 888-8888          NonBlueprints1Blueprints500Checking             Non
Main St Bank03/09/2020102Check18  N#########Main St Bank1 State Street  AnytownNY12345USAMain St Bank1 State Street  AnytownNY12345USA(888) 888-8888          NonDoor1Door300Checking             Non

 

then use an importer tool to proceed. It's a one time license

https://get.transactionpro.com/qbd

 

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