How to Import Sales Receipts into QuickBooks Online?

by James Antonio

Manual data entry is a very time-consuming process in QuickBooks. Hence, you need to discover the fast method to transfer the data into the software while setting up a new company file or accounts. The data includes transactions, accounts invoices, employee lists, sales receipts, and more. To perform this import, several methods are available in QuickBooks online that consumes less time. In the below write-up, we will know how to import sales receipts into QuickBooks online for better outcomes in finance management.

When did you need to Import Sales Receipts into QuickBooks Online?

Importing and exporting processes are effective methods used when moving data from one location to other. The Intuit QuickBooks bookkeeping system provides arrays of simple techniques to import and export data. Like Sales receipt or invoice. Sales receipts play a vital role in the business to record a sale. It is required to know the remaining balance and proof of the money paid. These sale receipts may be required at any time while accessing QuickBooks. So to manually creating sales receipts might be time-consuming and frustrating. In such a scenario, the import process becomes a great time savior.

Things need to know before Importing Sales Receipts:

  • Sales receipts can be imported with the invoice’s total value or multiple line items
  • Supports Multi-currency
  • Mapped VAT codes available; no requirement to modify the VAT code to QB VAT code formats
  • At a time, up to 100 sales receipts can be imported

How to Import Sales Receipts into QuickBooks Online?

QuickBooks Online lets you ease methods to create, import, and email sales receipts from any device with an active internet. It implies that the employees can instantly customize receipts suitable to the company’s services or goods. Walkthrough the below steps to import sales receipts into QuickBooks Online:

Step 1 – Run Import Sales Receipt Utility:

Follow the instructions:

  • Find the Gear icon; click on it
  • Below the Tools, select import data
  • Click on import sales receipts

Step 2 – CSV File Uploading:

  • Check what you need to import the sales receipts, for instance, available data file
  • Once you are done with selecting all mandatory fields
  • Click on Browse and then choose the .csv file

The thing to note:

  • Verify the line items. If no line items appear in QuickBooks, it will detect the generic item known as sales.
  • After this, there is an option to auto-create line items or new customers. If you need to allow the auto creations, then verify the suitable option and click on the Next button.

Step 3 – Column Headings Mapping:

  • All mandatory fields are outlined with an asterisk (*)
  • Other remaining fields are not mandatory to select
  • Choose your date format. E.g. DD/MM/YYYY
  • Click on the desired VAT option; Inclusive or Exclusive. If the VAT is not set up in QuickBooks, then this option is not visible.
  • On the final mapping window, start mapping the VAT codes to the QuickBooks VAT codes.
  • Click on the Next option
  • If any mapping issues occur; it will highlight
  • Click on it; it will redirect you to the previous window
  • Apply basic troubleshooting methods and fix it

Step 4 – Import Sale Receipt in QuickBooks Online:

  • Once you have completed the mapping, there will appear the import summary
  • You need to choose Start Import
  • It will start the import process.
  • Wait till the import process completes; if in any case, the importing of sales receipts fails to click on the why and then choose All Done; it will display a final completion summary window.
  • Hit on OK to finish.

Here the write-up to import sales receipts into QuickBooks Online completes! Stay updated with this platform to explore more. Meanwhile, you can save more time with the Dancing Numbers tool; it will help you to import a list of sale receipts accurately and in bulk. Experience once this reliable tool for finance management to get the better outcomes.


How can I Send a Sales Receipt to QuickBooks Online?

Here are the steps:

● Choose +New option
● Click on the Sales receipt
● Choose the drop-down button to click on the customer
● In case you have not set up the customer click on the new customer
● Write the sales info like payment method
● Fill the line items associated with sold products and services
● Once you are done with this, the next thing is to give a click on the Save button
● After this, hit on send to email the receipt

At what time can I Create a Sales Receipt in QuickBooks Online?

You can instantly create a sales receipt at any time you made payment for the product.

What type of issues may occur while Importing Sales Receipts in QuickBooks online?

Here are some primary issues that might take place when you are importing sales receipt:

● The invalid currency of the transaction for account/vendor/customer
● Duplicate document number issue
● No matching reference found
● Missing amount

How can I prevent Importing Errors in QuickBooks?

To prevent such issues, make sure you specify a unique number, correct amount, tax code, right email address, or other details of the fields; check you have enabled the QB company file settings preferences to upload the data.

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.

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