Import Sales Receipts into QuickBooks Online

Looking for import sales receipts processes, no need to worry. This blog post conversation about QuickBooks import and export and how to “import Sales Receipts into QuickBooks online”.

So, you can easily import the sales receipt into QuickBooks and get a clear vision of all receiving payments (including date and time).

Important Things, You need to Know

• Sales receipts are easily imported within multiple line items or as a total value for every invoice
• Make sure about multi-currency is supported.
• VAT codes are required to be mapped so you need to make any new changes to VAT codes to the QuickBooks Vat code format file before importing.
• It is recommended to not import more than 100 sales receipts at once.

How to Import Sales Receipts into QuickBooks Online

Follow the mentioned steps to import sales receipts into QuickBooks Online.

Step 1: Go and Open the Import Sales Receipts tool

• Go to the “Gear” icon
• Now, open the “Tools” section and click on the “Import Data” button
• Then, choose the Import Sales receipts

Step 2: After the above Step, the user is Required to Upload the CSV File

Before heading to this step, ensure the requirements to import sales receipts

• Click on the Mandatory fields and enter all required data
• Now, the user has to create any line items or new customers
• At last, check and verify the applicable options and choose NEXT

Step 3: Create Maps Columns Headings

• Check, that all mandatory fields are marked with an asterisk (*) sign and other sections have the choice to fill
• The next thing you have to do to choose the date format from the available options
• Choose the VAT option if it is accessible; Inclusive or exclusive. This option is not visible if your QuickBooks set up not done properly
• Go to the final mapping page
• Then map your VAT codes to your QuickBooks
• Hit the click on the Next button
• Then, you can easily find all mapping issues
• Go back to the previous window to resolve all issues for further processing.

Step 4: Now, You are all Set to Import the Sales Receipts

• Once you are done with mapping then you will get access to view the summary of imports as appeared
• Click on the “Start Import” button and then the import procedure will begin
• Wait until the process is not completed, then the import summary will pop up on your screen
• If you find any issue with sales receipt while importing then click on the “All Done” option
• And then you will receive a complete finalized summary
• Click on the OK button to finish the program

Small Guide that will Help You to Create an Accurate Mapping

QuickBooks Section	Organization Importer Identity	Description
Document Number	Sales Receipt Number	Reference Number for all transactions
Customer Reference	Customer Name	Name of the Customer in the given field. It’s mandatory to display
Shipping Address (Including Bill)	Billing Address Line 1	First-line address given a limit of up to 500 Characters
	Billing Address Line 2	Second-line address given a limit of up to 500 Characters
	Billing Address Line 3	A third-line address is given up to 500 Characters
	Billing Address: Enter your city in the given field	Limit up to 255 Characters
	Billing Address: Enter the shipping region	Limit up to 31 characters
	Country: Fill your Country name in the given section	Limit up to 255 Characters
	Postal Code: Enter your Postal Code	Limit up to 255 Characters
Bill in Email	Billing received by email	Recognize the email address where you can send an invoice. Email billing address required up to 100 characters
Email Status	Email status update all details	Receipt Email status and Valid values settings update
Customer Memo	Customer Memo	User-entered update to the customer, this message is applicable for end-users only on the transactions. The limit is up to 1000 characters.
Department Reference	Location	Find the transaction location according to utilizing the location tracking in the QuickBooks online and provide the name
	Sales Receipt latest update	The app will automatically locate sales receipts including the same sales number and update you
Line	Line: Amount	Identifies the amount of the line
	Line: Description	It’s about the text description of the line item that pops up in the printed record. Limit up to 4000 characters
	Line: Item Name	Need to provide a reference to a specific item but make sure only its name
	Line: Quantity	Number of items for a specified line
	Line: Sevice	Required to update the date when your service runs. Change and choose the default date format.
	Line: Tax Code Name	Need a reference to the tax code for the selected item including its name.
	Line: Unit Cost	If you preferred for unit cost, the financial value of the cost or product is presented in the home currency.
	Line: Class Identity	Provide a reference to the specified class
	Line Discount Account	Account through which the due amount is reduced
	Private Note	Private Note
Shipping Date	Shipping Date	Delivery Date for goods or services. The choice to change the settings as per your according
Shipping Method Reference	Shipping Method selected process	Provide a reference to the shipping method which is linked with the transaction
Tracking Number	Tracking Number	The shipping team provides a tracking number to track the current update of your goods or services
Deposits to Account Reference	Deposit into the Account name	Asset the accounts where your payment money is deposited when you don’t specify the account to your undeposited fund’s account.
Payment Method Reference	Payment Method process	Provide and check the reference identity to the payment method
Payment Reference Number	Payment Reference Number	Reference identity of the received payment

I hope the above-mentioned information was useful for you to know about “How to import sales receipts to QuickBooks online” and how to record sales receipts in QuickBooks, it will help you to share your data with other clients.

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