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
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Choose File > Import > Transactions > Sales Receipts.
You'll see the Import Sales Receipts table. - Click the gear pop-up menu in the lower left and choose Export Table Template.
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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. - Open the template in your favorite spreadsheet program.
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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.