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dave-hopechurchn
March 21, 2023
Question

Help! Sales Receipt Importing from CSV. Sales receipt number, donor, payment method & tags not being recognised. Are there any specific formats that I should be using?

  • March 21, 2023
  • 2 replies
  • 0 views
I've used the how to to create the CSV (macro in excel) but there weren't any specific "use this format" instructions.

2 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
March 21, 2023

Other than Tag, you can try 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

https://get.transactionpro.com/qbo

 

As an additional option, use a backup restore app to lower any risks.

https://partnerwithus.rewind.com/quickbooks

 

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Ashleigh1
March 21, 2023

Hello Dave-hopechurchn, Welcome to the Community page, We would recommend that you down load the sample and make sure that your csv file is exactly the same as the sample you should then have no issues uploading it. If you click on main cog wheel> import data> sales receipts> click on download an example. If you still have any issues please reach back out to us again. 

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dave-hopechurchnAuthor
March 21, 2023

Hi Ashleigh

I downloaded the example file to use as the basis for creating my file, however Payment Method isn't one of the columns in the example file. I had hoped that the plain text word Cash (or Card) would work as that's what I use when manually creating them.

Is there a limit on the size of the receipt number field? Not sure if this isn't working because the inputted one is too big a number?

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Ashleigh1
March 21, 2023

Hello Dave, thanks for coming back to us with that information, so there is a limit of 21 characters so this could be why it is not uploading for you, so you may need to split your csv file and upload it into smaller chunks so it all uploads correctly for you.   

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