Question

has someone successfully transferred sales transactions from POS to Quickbooks desktop

Forum|Forum|2 years ago
November 4, 2023
1 reply
1 view

If someone successfully transferred sales transactions from POS to Quickbooks desktop, please tell me the procedure in detail.

QuickBooks Desktop

4

4Gal

Level 5

Prepare your Sales Receipt data with the following template

RefNumber

Customer

TxnDate

ShipDate

ShipMethodName

TrackingNum

Location

Class

BankAccount

PaymentMethod

PaymentRefNumber

BillAddrLine1

BillAddrLine2

BillAddrLine3

BillAddrLine4

BillAddrCity

BillAddrState

BillAddrPostalCode

BillAddrCountry

ShipAddrLine1

ShipAddrLine2

ShipAddrLine3

ShipAddrLine4

ShipAddrCity

ShipAddrState

ShipAddrPostalCode

ShipAddrCountry

PrivateNote

Msg

Currency

ExchangeRate

BillEmail

ToBePrinted

ToBeEmailed

ShipAmt

ShipItem

TipAmt

DiscountAmt

DiscountRate

TaxRate

TaxAmt

DiscountTaxable

LineServiceDate

LineItem

LineDesc

LineQty

LineUnitPrice

LineAmount

LineClass

LineTaxable

101

Janice Johnson

01/10/2020

Checking

Check

20013

110 Main Street

Suite 2000

Dallas

TX

99875

110 Main Street

Suite 2000

Dallas

TX

99875

Special Handling

Thank you for your order!

[email address removed]

N

Y

0.02

Y

Leather Case

2

10

TAX

101

Janice Johnson

01/10/2020

Checking

Check

20013

110 Main Street

Suite 2000

Dallas

TX

99875

110 Main Street

Suite 2000

Dallas

TX

99875

Special Handling

Thank you for your order!

[email address removed]

N

Y

0.02

Y

Gift Cards

2

5

TAX

102

Leonard Walker Inc

01/10/2020

Checking

Cash

paid cash

9 Winding Road

Winchester

NY

12345

9 Winding Road

Winchester

NY

12345

Thank you for your order!

[email address removed]

Y

N

Y

Handhelds

Portable Game Player

1

100

TAX

then use an importer tool (one time license)

https://get.transactionpro.com/qbd

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