How to Import Sales Receipts into QuickBooks Desktop?

by James Antonio

Before you continue with how to import sales receipts into QuickBooks Desktop, let’s take a look at what a sales receipt is. In simple words, a sales receipt is nothing but a document that provides you a detailed description of the services and products to your customers that buy from you. When you create a sales book in QuickBooks, both the checking and the income account are affected.

Import Sales Receipts into QuickBooks Desktop

Steps to create QuickBooks Sales Receipt

It is also necessary to know the procedure of creating a Sales Receipt in QuickBooks. Here are the steps that help you to create sales receipt:

  • Initially, click on the + menu and select the sales receipt
  • Next, enter the customer information after opening the sales receipt
  • You can enter the customer name using the drop-down menu
  • In case, if you already have the details of the customer
  • If you don’t have then you need to add it by filling the appropriate details and allow the software to do its job
  • Now, enter the billing address
  • If you already have the customer details in your QuickBooks then it automatically updates it
  • Along with that, you have to enter the date of sales receipt
  • Using the drop-down menu, select the appropriate payment method which is convenient for you
  • Also, enter the payment reference number
  • After that, complete the description field as well
  • If any other necessary information required just fill them out
  • Once done then click on the print preview
  • Verify the preview to make sure that there are no mistakes and send your receipt to your customer.
Import Sales Receipt

📣 Important note: Always remember to record the deposit.

However, you can import sales receipts into QuickBooks from Excel spreadsheets or from text files. Let’s see the import steps.

Ways for How to Import Sales Receipts into QuickBooks Desktop

If you have been monitoring your sales receipts using excel before choosing to use QuickBooks, your current data can be imported into your QuickBooks. This feature makes keeping track of your sales receipts simple, rather than re-entering them.

Follow the steps to import it:

  • The very first, launch QuickBooks and then go to the File menu
  • Next, go to the utilities and then select import using the drop-down menu
  • After that, choose the excel files
  • Hit on the browse and then choose the desired excel files that you wish to import
  • Choose a sheet using the drop-down menu from the excel work appears
  • And then choose the preferred sheet that you wish to import
  • Check the box next to the data file if it contains a header
  • Using the drop-down option, choose the mapping and then add new
  • Put the name for the mapping and then select the import type for mapping
  • After that, select a field in order to map your column
  • Click on the space next to a field and choose as per your choices by making using of the drop-down menu
  • In order to map other columns then repeat the same process
  • And finally, save them.

Sometimes, retail-type companies use a Point of Sale (POS) program that does not integrate with QuickBooks Desktop (QBDT) and look for a simple way to document a daily overview of sales and payment activities. They can do such activities by importing their sales receipt directly to QuickBooks. With the help of the above-mentioned steps for how to Import Sales Receipts into QuickBooks Desktop, they can make their task much easier.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

Dancing Number

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