How to Import Sales Receipts into QuickBooks Online?

Are you thinking about finally converting your dull old data sheets into an easily-accessible document? Thanks to QuickBooks Online, it’s easier to track data changes in real-time without sacrificing work hours to free yourself from the mundane, endless manual update.

Now you can import Sales Receipts into QuickBooks Online without worrying about errors and discrepancies and updating your spreadsheet before you get left out.

Autymate now fully syncs data from your excel sheet into the cloud, so you can monitor your accounts seamlessly throughout the day using QuickBooks Online.

In this article, we’ll take you by the hand on how to import Sales Receipts into QuickBooks Online.

Import Sales Receipts into QuickBooks Online Guide

Autymate Transactions for QuickBooks Online makes it easy to import your Sales Receipts from Excel/CSV/Text/JSON/XML files or Cloud(GoogleSheets etc.) directly into QuickBooks Online.

To get started, you’ll need the following:

An active Autymate My Transactions account and an active QuickBooks Online account to import your Sales Receipts. There are two ways to get started right now:

1. Autymate My Transaction App Store (Recommended. If you are logged into your QuickBooks Online account)
2. Autymate My Transaction Free Trial Link (If you are not logged into your QuickBooks Online account, you may use this way.)

Watch the video:

[Video]

Steps to Import Sales Receipts into QuickBooks Online:

To import your Sales Receipts into QuickBooks Online using Autymate My Transactions, follow the steps below:

1. Select your source from the source dropdown e.g. CSV, Excel [Gif]
2. Select your destination (QuickBooks Online) from the destination dropdown. [Gif]
3. Select how you want your Auty-mation to run e.g. File Upload [Gif]
4. Select the action to be done in destination e.g. Create Sales Receipts [Gif]
5. Upload your source file, which has the Sales Receipts that you want to import and review the file data. [Gif]
6. Connect new or choose from your existing QuickBooks Online Connections [Gif]
7. Map the columns from your source data file to the corresponding fields in QuickBooks Online {List of all fields section link} [Gif]
8. Preview or fix your invoices data before finally Importing to QuickBooks Online. [Gif]
9. Name and finish your Auty-mation to import Sales Receipts into QuickBooks Online with one click for future files. [Gif]

A few essential things to remember:

It is crucial to map the source file columns to the correct QuickBooks Online fields in Mapping step of the import. {Learn more about mapping. Separate article}

• Mapping correct fields will help Autymate Transactions (AMT) to import your invoices correctly into QuickBooks Online.
• We have an identical mapping screen to QuickBooks Online to make your life easier.

• Please refer to {Field Mappings Guide} for more info. If you need help to get your mappings right, feel free to contact our support.

  Autymate My Transactions - QuickBooks Online Fields:

  |Field Name|Description|Format|Table Name|
  |—-|—-|—-|—-|
  |Product/Service (key)|The Id of an item in the line item. When a line item lacks an ItemRef it is treated as documentation and the Line_Amount field is ignored.|String|SalesReceiptLineItems|
  |Product/Service (name)|The name of the item. When a line lacks an ItemRef it is treated as documentation and the Line_Amount field is ignored.|String|SalesReceiptLineItems|
  |Product/Service Description|A description of the line item that appears in the printed record.|String|SalesReceiptLineItems|
  |Product/Service QTY|The number of items for the line.|Decimal|SalesReceiptLineItems|
  |Product/Service Rate|The unit price of the item referenced by ItemRef.|Decimal|SalesReceiptLineItems|
  |Product/Service Amount|Total amount of the charges or discounts for the given line. Includes the charges and allowances, but it excludes the tax amount.|Decimal|SalesReceiptLineItems|
  |Product/Service Tax Code|The tax code for this item.|String|SalesReceiptLineItems|
  |Item Location of Sale (key)|The Id of the department, which stores the location of the transaction as defined using location tracking in QuickBooks Online.|String|SalesReceiptLineItems|
  |Item Location of Sale (Name)|The name of the department, which stores the location of the transaction as defined using location tracking in QuickBooks Online.|String|SalesReceiptLineItems|
  |Product/Service Class (key)|The Id of the entity for the class for the line item.|String|SalesReceiptLineItems|
  |Product/Service Class (name)|The name of the class for the line item.|String|SalesReceiptLineItems|
  |Product/Service Service Date|The date when the service is performed.|DateTime|SalesReceiptLineItems|
  |Deposit to (key)|The Id of the entity for the asset account where the payment money is deposited. If you do not specify this account, QuickBooks Online uses the Undeposited Funds account.|String|SalesReceiptLineItems|
  |Deposit to (name)|A name that identifies the asset account where the payment money is deposited. If you do not specify this account, QuickBooks Online uses the Undeposited Funds account.|String|SalesReceiptLineItems|
  |Location of Sale (Key)|The Id of the department, which stores the location of the transaction as defined using location tracking in QuickBooks Online.|String|SalesReceipts|
  |Private Note|The private note about the transaction. This note will not appear on the transaction records by default.|String|SalesReceipts|
  |Apply Tax After Discount|This field sets whether discounts are applied before the tax is calculated.|Boolean|SalesReceipts|
  |Email Status|The email status of the invoice.|String|SalesReceipts|
  |Print Status|The print status of the invoice.|String|SalesReceipts|
  |Sales Tax Amount|Total tax calculated for the transaction, excluding any tax lines manually inserted into the transaction line list.|String|SalesReceipts|
  |Exchange Rate|Currency exchange rate. This field is valid only if the company file is set up to use the multicurrency feature. In QuickBooks, exchange rates are always recorded as the number of home currency units it takes to equal one foreign currency unit. This field is available for the UK, AU, IN, and CA editions.|Decimal|SalesReceipts|
  |Currency Code (name)|The name of the currency used in the transaction.|String|SalesReceipts|
  |Currency Code (key)|The Id of the currency used in the transaction.|String|SalesReceipts|
  |Discount Percent|Zero or more lines for the transaction.|String|SalesReceipts|
  |Global Tax Calculation|Method in which tax is applied. This field is valid in the UK, AU, IN, and CA editions.|String|SalesReceipts|
  |Location of Sale (Name)|The name of the department, which stores the location of the transaction as defined using location tracking in QuickBooks Online.|String|SalesReceipts|
  |Memo|The message to the customer.|String|SalesReceipts|
  |Custom Field 1|An XML aggregate of custom fields associated with the transaction.|String|SalesReceipts|
  |Custom Field 2|An XML aggregate of custom fields associated with the transaction.|String|SalesReceipts|
  |Custom Field 3|An XML aggregate of custom fields associated with the transaction.|String|SalesReceipts|
  |Sales Receipt No.|Reference number for the transaction.|String|SalesReceipts|
  |Customer (key)|The Id of the customer.|String|SalesReceipts|
  |Customer (name)|The name of the customer.|String|SalesReceipts|
  |Email|The email address where the sales receipt is sent.|String|SalesReceipts|
  |Billing Address Line 1|First line of the address.|String|SalesReceipts|
  |Billing Address Line 2|Second line of the address.|String|SalesReceipts|
  |Billing Address Line 3|Third line of the address.|String|SalesReceipts|
  |Billing Address City|City name.|String|SalesReceipts|
  |Billing Address Country|Country name.|String|SalesReceipts|
  |Billing Address State|Region within a country. For example, the state name for the USA and the province name for Canada.|String|SalesReceipts|
  |Billing Address Postal Code|Postal code. For example, the zip code for the USA and Canada.|String|SalesReceipts|
  |Sales Receipt Date|The date when this transaction occurred.|DateTime|SalesReceipts|
  |Shipping Address Line 1|First line of the address.|String|SalesReceipts|
  |Shipping Address Line 2|Second line of the address.|String|SalesReceipts|
  |Shipping Address Line 3|Third line of the address.|String|SalesReceipts|
  |Shipping Address City|City name.|String|SalesReceipts|
  |Shipping Address Country|Country name.|String|SalesReceipts|
  |Shipping Address State|Region within a country. For example, the state name for the USA and the province name for Canada.|String|SalesReceipts|
  |Shipping Address Postal Code|Postal code. For example, the zip code for the USA and Canada.|String|SalesReceipts|
  |Ship Via (key)|The Id of the shipping method associated with the transaction.|String|SalesReceipts|
  |Ship Via (name)|The name of the shipping method associated with the transaction.|String|SalesReceipts|
  |Shipping Date|Date for delivery of goods or services.|DateTime|SalesReceipts|
  |Tracking No.|The tracking number of the shipping provider for the delivery of the goods associated with the transaction.|String|SalesReceipts|
  |Payment Method (key)|The Id of the payment method.|String|SalesReceipts|
  |Payment Method (name)|The name of the payment method.|String|SalesReceipts|
  |Payment Reference No.|The reference number for the payment.|String|SalesReceipts|
  |Deposit to (key)|The Id of the asset account where the payment money is deposited. If you do not specify this account, QBO uses the Undeposited Funds account.|String|SalesReceipts|
  |Deposit to (name)|A name that identifies the asset account where the payment money is deposited. If you do not specify this account, QBO uses the Undeposited Funds account.|String|SalesReceipts|

FAQ’s - Autymate Transactions for QuickBooks Online:

Q: I want to import Invoices with Invoice Numbers into QuickBooks from File. Is it supported?
A: Yes, you can import Invoice Numbers from File into QuickBooks Online. [Article]

Q: Will Autymate Transactions for QuickBooks Online support QuickBooks Multi-Line Transactions?
A: Yes. Autymate Transactions support Multi-Line Transactions to import into QuickBooks Online. [Article]

Q: I made some mistakes in the mapping. Your application imported wrongly. So my QuickBooks file got corrupted. Is there any way to undo or revert?
A: Yes, it is possible to undo imported transactions from QuickBooks Online using Autymate Transactions. [Article]

Q: Are there any specific Import Settings?
A: Yes. We do have a couple of important settings for import. [Article]

Q: Does Autymate Transactions for QuickBooks Online support taxes?
A: Yes, it supports Taxes. [Article]

Q: My file has some specific date format. I don’t want to change the file. Will your product support all date formats?
A: Yes, you can import data with any date format. [Article]

Q: Do you have any sample templates?
A: Yes, we do have sample data templates for all QuickBooks Online entities. [Article]

Q: What are the file types supported by Autymate My Transactions for QuickBooks Online?
A: Autymate support CSV and Excel at the moment but we will support 250+ systems to get your source data in the next releases.

Q: How do I report the issues if I am stuck?
A: Feel free to drop an email to support@autymate.com

Possible Errors with a suggestion to fix them: