Many business use online shopping carts such as Amazon, eBay, Etsy, Magento, PayPal and Stripe just to name a few. On these orders there are a lot of additional charges such as discounts, shipping, handling and sales tax. Within Transaction Pro Importer for QuickBooks we have provided a whole tab in the options section to help our users appropriately map all these elements of the sales transaction. These fields are available on estimates, invoices, sales receipts and sales orders.
On the first screen of Transaction Pro Importer select the Options button at the bottom. Then select the e-Commerce tab and check the box next to: Enable e-commerce features.
When importing invoices, sales orders or sales receipt transactions, often times shopping carts will create an export that has the amounts for shipping, handling, discounts and sales tax in separate columns instead of its own line item. Please refer to the sample import file below.
If the e-Commerce feature is checked, when you get to the Transaction Pro Mapping screen you will see that additional fields are added in the QuickBooks Fields column. Simply map the column from your import file that contains the dollar amounts for these sales elements to the correct, QuickBooks field. Transaction Pro Importer will then treat each of these fields as a new transaction line in QuickBooks.
For example, if the import file has a field called Shipping Total and that field is mapped to Shipping, a new transaction line will be created with the value in the Shipping Total field.
In addition to adding these fields to the mapping screen, an additional screen in the Wizard is enabled for the user to set the QuickBooks accounts and items for these new fields. This instructs TPI how to create the Shipping, Handling, Discount, and Sales Tax fields within QuickBooks.
On this same screen you can also choose to modify each order number with a specified prefix you can do that. This is helpful for companies that sell on multiple channels so you can easily identify where the sale came from.
If your import file has items in columns instead of in rows enable the Import file structure feature: Separate columns (fields) for each item sold.
This feature of indicating your items are in columns is commonly used to record daily sales. See an example of this here.
If you do not already have a copy of Transaction Pro Importer for QuickBooks you can request a free trial here.
Can you import this example into QBO? Or just QB desktop?
Sorry the e-commerce features are only currently available with our QuickBooks Desktop Importer.
Are there any future plans or an ETA for these features to be available for Quickbooks Online?
Could you email us at support /@/ transactionpro.com with more details on what specifically you are looking for. Thanks.
Hi Karen – Basically everything you have available for the desktop version above would be fantastic for the App on Quickbooks Online Plus. ALSO – one key difference is that most sales on ecommerce marketplaces, (Amazon, eBay, Etsy), aren’t Sales Receipts because the money is usually deposited in a lump sum at weekly, bi-weekly or monthly intervals – not immediately. These should be done as invoices. Then the invoice is “paid” when they marketplace does the deposit to your bank account. You have them inaccurately listed as Sales Receipts above.
This post was VERY helpful – so thank you!! I am still having a problem with this upload. Much like your example, our source spreadsheet has orders that can have multiple lines with one SKU per line that includes the price, shipping, and taxes. When I imported the file into QB using TPI, it only pulled in the taxes and shipping from the last line of each order. Any ideas??
When using the e-commerce options Transaction Pro is assuming that the total amount of the shipping and taxes are repeated on every line of the order.