Retail type businesses often times use a point of sale system that does not integrate with QuickBooks and are looking for an easy way to record a daily summary of the sales and payment activity. An easy way to do this is to enter a daily summarized sales receipt into QuickBooks. You can find a detailed article on how this works in QuickBooks on the Long for Success blog. Below we will show how to import the daily sales summaries that your other system generates into QuickBooks using Transaction Pro Importer.
For purposes of this example this retail store has generated the report below for the last weeks sales.
On the first screen of Transaction Pro Importer you will select an import type of sales receipt and then select the options button.
Select the e-Commerce tab and enable TPI e-commerce Features and indicate that your items are in columns.
When you get to the Transaction Pro Importing mapping screen you will see that 15 additional item fields have been added to the mapping screen. In this case since the there are no columns in the import file that contain an item we have typed in the corresponding item name from the QuickBooks item list into the Static Value/Formula column.
As this post does not show every aspect of a sales receipt import into QuickBooks you should also review our article on how to import sales receipts to QuickBooks.