How-To Guide
2 min read

How to Import Sales Receipt to QuickBooks Online (2026 Guide)

After converting your data with our tool, follow these steps to import the sales receipt into QuickBooks Online.

Import Steps

1

Import to QuickBooks Online

Settings ⚙️ → Import Data → Sales Receipts → Upload CSV

Required QuickBooks Online Fields

Field Type Description Example
RefNumber Text Sales receipt reference number (unique) SPFY-1001
TxnDate Date Transaction date (MM/DD/YYYY) 01/15/2025
Customer Text Customer name (must match existing or will create) John Smith
ItemAmount Currency Line item amount (Quantity × Rate) 129.99

QuickBooks Online requires these fields for successful import.

Tip Make sure your converted file is saved and ready before starting the import. You can preview the converted data in the tool before downloading.

Need to convert your file first?

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Frequently Asked Questions

QuickBooks Online accepts CSV files for importing sales receipt. Our converter ensures the file is formatted correctly for QuickBooks Online.
Check the error message from the platform. Common issues include date format mismatches, missing required fields, or duplicate entries. Our converter handles most formatting issues automatically.