Little Square

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Importing sales receipts in batches

When you import a batch of sales receipts, select the bank account you would like to deposit the receipts against.

Tip: If you want to import sales receipts, but don't want to deposit the money into your bank account at this time, we suggest that you create a clearing account to deposit to first. This must be a Bank type of account. You can then transfer the money from this account to another Bank account at a different time of your choosing.

To create your spreadsheet

  1. Choose File > Import > Transactions > Sales Receipts.
    You'll see the Import Sales Receipts table.
  2. Click the gear pop-up menu in the lower left and choose Export Table Template.
  3. Type a name and save the template to a location you'll remember.
    This downloads a template comma-delimited file. There are many columns; you may need to scroll to the right to see all of them.
  4. Open the template in your favorite spreadsheet program.
  5. Add your information to the template. Save your work often.
    For the Deposit To column, be sure to specify an account of type Bank in your company file.

Note: If you already have your information in a spreadsheet, it might be easier to rearrange your pre-existing spreadsheet to match the template.