How to Import Sales Receipts into QuickBooks Online using Dancing Numbers Online?

The sales receipts are issued when the customer used to pay off the amount of product or service without any invoice. So, the sales receipt record the revenue from both cash and sale received. It becomes important to import sales receipts into QuickBooks Online using Dancing Numbers Online. As it provides an automatic process that helps you to transfer your data accurately without any issues and saves your time as well. Below, you get to know the steps to import all your sales receipt data in bulk using the automatic method.

Pre-requisites that is Required Before Processing the Import Process

Connect QuickBooks Online to Dancing Numbers Online via QuickBooks AppStore. Just click on “Get App Now” to start using the Dancing Numbers Online application program. You can also start the 7 Days Free Trial if you are not subscribed for Dancing Numbers Online yet.

Steps to Import the Estimates into QuickBooks Online using Dancing Numbers Online

The steps to import the sales receipt data into QuickBooks Online using Dancing Numbers Online software is mentioned here:

• Upload: Firstly, click on the Browse button then locate the sales receipt file to upload. The file must be in .txt, .csv, .xls, or .xlsx format. Click on the upload button and it uploads the file into Dancing Numbers Online software.
• Mapping: After uploading the file, you have to map the fields and filter the data to import what is required and what is not. After that, proceed to the next step of reviewing the data.
• Import: When you are done with mapping the fields, then you have to check the data before starting the importing process. When everything is ok then click on the Import button then the automatic import process started and got notified when done.

Import Sales Receipt Fields in Dancing Numbers Online

Field Name	Format	Description
Sales Receipt No	21 Characters	Mention the sales receipt number for this transaction done. This number is used internally by QuickBooks for processing internally. After that, QuickBooks auto-generates the new value and you can change it in the import settings.
Customer	Characters	Provide the customer’s name.
Sales Receipt Date	Date	Provide the transaction date for the sales receipt.
Shipping Date	Date	Date for the delivery of goods or services.
Tracking No	30 Characters	Shipping provider’s tracking number for the delivery of the goods associated with the transaction.
Deposit To	Characters	Asset account where the payment money is deposited.
Payment Method	Characters	Mention the method of payment with whom you are receiving payments.
Reference No	21 Characters	The reference number for the payment received. (E.g. Check # for a check, envelope number for a cash payment, Credit Card Transaction Id for a credit card payment)
Billing Address Line 1	500 Characters	It is the first line of the billing address for the invoice.
Billing Address Line 2	500 Characters	It is the second line of the billing address for the invoice.
Billing Address Line 3	500 Characters	It is the third line of the billing address for the invoice.
Billing Address City	255 Characters	Mention the name of the city for your billing address.
Billing Address Postal Code	31 Characters	Mention the zip code for your billing address.
Billing Address Country	255 Characters	Mention the name of the country for your billing address.
Billing Address State	255 Characters	Provide the name of the state for your billing address.
Shipping Address Line 1	500 Characters	It is the first line of the shipping address for the invoice.
Shipping Address Line 2	500 Characters	It is the second line of the shipping address for the invoice.
Shipping Address Line 3	500 Characters	It is the third line of the shipping address for the invoice.
Shipping Address City	255 Characters	Mention the city’s name for your shipping address.
Shipping Address Postal Code	31 Characters	Mention the zip code for your shipping address.
Shipping Address Country	255 Characters	Mention the name of the country for your shipping address.
Shipping Address State	255 Characters	Mention the name of the state for your shipping address.
Memo	4000 Characters	Organization-private note about the transaction. This note will not appear on the transaction records by default.
Message displayed on sales receipt	1000 Characters	User-entered message to the customer; this message is visible to end-user on their transactions.
Email	100 Characters	Email address. The address format must follow RFC 822 standard.
Print Status	Boolean	Mention the Print status of the sales receipt.
Email Status	Boolean	Mention the Email status of the sales receipt.
Shipping	Decimal	The shipping amount for this transaction.
Sales Tax Code	Characters	The tax code associated with the sales tax for this transaction.
Sales Tax Amount	Decimal	Total tax amount for this transaction.
Discount Amount	Decimal	You have to provide the discount amount. You may enter either a discount percent or a discount amount. If the percent is specified, it will override the amount.
Discount Percent	Decimal	Percentage by which the amount due is reduced, from 0% to 100%. To enter a discount of 8.5% use 8.5, not 0.085. You may enter either a discount percent or a discount amount. If the percent is specified, it will override the amount.
Discount Account	Characters	You have to provide the discount amount. You may enter either a discount percent or a discount amount. If the percent is specified, it will override the amount.
Apply Tax after Discount	Boolean	If FALSE or NULL, calculate the sales tax first, and then applies the discount. If TRUE, subtract the discount first and then calculate the sales tax.
Service Date	Date	Date when the service is performed.
Product/Service	Characters	Mention the product / service name that you are taking.
Product/Service Description	4000 Characters	Write about the product / service you have taken.
Product/Service Quantity	Decimal	Mention the quantity of the product / service in numbers.
Product/Service Rate	Decimal	Mention the rate of your product or service you are assigning a credit memo for.
Product/Service Amount	Decimal	In this field, mention the total amount of your product / service for which you are creating a credit memo.
Product/Service Taxable	Boolean	In this field, if it’s true then you have to mark the line amount for tax calculation.
Product/Service Class	Characters	Mention the class name that is associated with this line.
Deposit	Decimal	The deposit made towards this invoice.
Location	Characters	If the location is provided or you can enter the location here.
Custom Field Name (1)	15 Characters	Mention the custom field name here.
Custom Field Value (1)	31 Characters	Mention the custom field value here.
Custom Field Name (2)	15 Characters	Mention the custom field name here.
Custom Field Value (2)	31 Characters	Mention the custom field value here.
Custom Field Name (3)	15 Characters	Mention the custom field name here.
Custom Field Value (3)	31 Characters	Mention the custom field value here.
Currency Code	Characters	Write the currency reference where the amounts are expressed on the associated transactions.
Exchange Rate	Decimal	In this field the 1 is the default. It is applicable when the multi-currency is shown for the company. The home currency unit number is equal to one unit of the currency that is specified by the field of currency code.
Possible	Decimal	In this field the 1 is the default. It is applicable when the multi-currency is shown for the company. The home currency unit number is equal to one unit of the currency that is specified by the field of currency code.

Start importing Sales receipts into QuickBooks Online using Dancing Numbers Online. This is an easy and user-friendly process that saves time and lets you import the data in bulk. For any grievances connect with the Dancing Numbers team. The team members are professionally trained to help you in resolving any problem and issues. You can do a live chat with experts or send an email at support@dancingnumbers.com or do a LIVE CHAT with them. The team is available to help you out with all your issues whenever required.

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