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M
morsomefoods
September 30, 2019
Question

Hello. How can I upload an excel sheet showing my sales for the year? I do not want to create an invoice per transaction but rather show monthly sales

  • September 30, 2019
  • 1 reply
  • 4 views
No text available

1 reply

AddieC
AddieC
Level 5
September 30, 2019

Hi there, 

 

Keeping track of your monthly sales is a great way to compare the health of your business as time passes. I'll help you find ways to show this information when using QuickBooks Online. 

 

Based on your question, it sounds as though you're not recording each sale you make into QuickBooks Online, but rather you're tracking a total sales amount in Excel. If I'm understanding you correctly, you'd like to simply upload this Excel document into QuickBooks Online in order to produce a monthly sales summary. 

 

At this time, QuickBooks Online requires you to enter individual transactions, such as invoices and sales receipts, in order to produce a monthly sales summary. Once this is done, you can run reports such as the Profit and Loss, and Sales by Product/Service Summary Report to display monthly sales. Each report can be filtered by specific dates by adjusting the reporting range at the top of the reports page. 

 

I hope that helps clear things up for you. If you have any other questions, please let me know.

 

Have a great day!

W
WILLIE M
December 4, 2020

Re: Hello. How can I upload an excel sheet showing all invocies paid by invoice number

Rebecca R
Rebecca R
December 4, 2020

Hello,

QuickBooks Online allows you to import different types of data from Excel, reducing manual entry and saving you time. I can explain how to import your invoices into your QuickBooks Online company.

Here are the steps to import your invoices:
 

  1. Go to the Gear icon and select Import Data.
  2. Select Invoices. From the next screen, you can download a sample spreadsheet to see what the format should be like to ensure that the import process goes smoothly.
  3. Select Browse and then find and select the spreadsheet of your invoices. Keep in mind that if you import new customers without setting its proper currency, QuickBooks assumes the currency is CAD. If you have multicurrency turned on, you can import invoices in foreign currencies.
  4. Select Next.
  5. Map the column headers with invoice fields in QuickBooks. Fields with an asterisk (*) are required.
  6. Select Not applicable for any fields not in your spreadsheet.
  7. Note: If product or service isn’t added, QuickBooks populates with a generic item called "sales".
  8. Select the date format you used, like DD/MM/YYYY.
  9. Select Exclusive or Inclusive as your tax option. To see this option, set up GST/HST in QuickBooks.
  10. Select Next.
     

I recommend reviewing our Community article Import multiple invoices at once before beginning for further details on preparing your spreadsheet before importing. You can also check out Common questions about importing data to QuickBooks Online for more information.

One thing to note is that this process allows you to import open invoices, and there isn't an option to import payments or sales receipts. However you can connect your bank account to the bank feed within the Banking tab and import the payment transactions. You can then match them to the imported invoices to close them as paid once again. You can learn more about bank feeds here.

Please let me know if you have any questions regarding this process!

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