Import sales receipts into QuickBooks POS

You can import sales receipts in text, excel and IIF files into QuickBooks POS using Zed Axis.  Follow the standard steps for importing a file using Zed Axis, ie make a connection to QuickBooks Point of Sales, in the import tab browse to the file that contains the sales receipts that you would like to import into QuickBooks Point of Sales, then map the columns in your import file to the corresponding fields in QuickBooks Point of Sale.  Finally click import and your sales receipts will be imported directly into QuickBooks Point of Sale
 
 
 
 
Description of the fields on a sales receipt you can import:
 
QuickBooks POS Field Format Description
Associate Str 40 The employee making the adjustment transaction
Cashier Str 16 Name of the employee taking the sale
Comments Str 2000 Description of the transaction
Customer Full Name Str Mandatory The Full Name of the Customer
Discount Amt The amount of discount available on the transaction
Discount Percent Float The percentage discount available on the transaction
Price Level Number Enum Number of the price level to apply to the transaction ie 1,2,3,4 etc
Promo Code Str 10 Special sale and promo code
Sales Order Number Str Refers to the linked sales order
Sales Receipt Number Str Reference number for the sale receipt
Sales Receipt Type Enum Type of sales receipt values (Sales, Return, Deposit, Refund, Payout, Payin)
Ship Date Date The date the sale shipped
Store Number Int The number of the store values (1 -10)
Tax Category Str 20 Tax Location for the sale (refers to the Tax Location list in QB POS)
Ship Address....   Shipping address details (see more here)
Ship By Str 50 The shipping method
Shipping Amt The amount to be paid for shipping
Sales Receipt ALU Str 20 Item alternate lookup code, to match using this field please select the option in the more options settings
Sales Receipt Associate Str 40 The employee making the line sale
Sales Receipt Attribute Str 12 Item characteristic ie color, pattern, material etc..
Sales Receipt Commission Amt Commission amout for the item
Item Name Str Name of the item
Item Inventory Department Str Department for item
Sales Receipt Desc2 Str Secondary description for the item
Sales Receipt Discount Amt Amount of discount to the line
Sales Receipt Discount Percent Float Percentage discount for the line
Sales Receipt Discount Type Str 32 Reason for the discount
Sales Receipt Extended Price Amt Extended amount of the line item ie Quanity x Price
Sales Receipt Price Amt Sale price of the item
Sales Receipt Quantity Quan Quantity of the item sold
Sales Receipt Serial Number Str 25 Serial number of the item sold
Sales Receipt Size Str 12 Size of the item
Sales Receipt Tax Code Str Tax location for the item
Sales Receipt Unit Of Measure Str 20 Unit of measure for the item
Sales Receipt UPC Str 18 Items unique UPC/EAN/ISBN identifier
Amount Tender Amount Amt Mandatory Amount paid by the customer
Account Tip Amount Amt Amount of gratuity paid to employee
Cash Tender Amount Amt Amount of cash paid
Check Number Str 32 Check number
Check Tender Amount Amt Amount paid by check
Credit Card Tip Amount Amt Amount of tip paid by credit card
Debit Card Cashback Amt Amount of cashback paid by debit card
Debit Card Tender Amount Amt Amount paid by debit card
Deposit Tender Amount Amt Amount paid by deposit
Gift Certificate Number Str 32 Gift certificate number
Gift Tender Amount Amt Amount paid by gift certificate
Gift Card Tender Amount Amt Amount paid by gift card
Gift Card Tip Amount   Amount of tip on gift card payment

By Steve Batten

 

 

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