Perform Your First Sales Receipt Export (How-To)

Article Details

Summary

After you set up Quickbooks Online (QBO) and SaasAnt, you can export Sales Receipts from Gingr and import them into QBO.

In Gingr, go to Left-hand Navigation: Reports & More » Reports » Sales Receipt.
Select a location and a date or date range.
Select Export (#) for Quickbooks Online.
In SaasAnt, select New Import in the left navigation.
On the Import Files instructions page, select the blue Let's Import button.
On the Import Files page, select Transaction.
On the next page, select Sales Receipts.
Upload the Sales Receipt file you exported from Gingr.
Select Start Creating Mapping. SaasAnt saves your mapping, so you do not need to do this again.
Check the field mapping. These fields fill in automatically, but check them for accuracy.

Data mapping interface with field selections.

These fields do not fill in automatically. Select each one from the dropdown in the Uploaded Fields column.

Quickbooks item details mapping table.

You do not need to change any settings in these sections.

Shipping, Billing, and Discounts options

Check that Deposit To is set to Gingr A/R. If it is not, select the gear icon to update it.

Quickbooks field mapping interface

Scroll to the bottom and select Preview Mapping. It should look like this:

Left side close-up:

Right side close-up:
Exit the mapping screen and select Review.
On the Settings screen, turn off Do you want to create Customers, Vendors, Locations, Classes, and Accounts automatically?
Set the date format you prefer.
Optional: Turn off Do you want to use the Transaction Reference Numbers from the uploaded file?
Select Save and Continue.
On the Review screen, check for errors, then select Upload at the bottom right. If you see an "Incorrect Date Format" alert, select Upload Anyway.
Wait for a success message. SaasAnt transactions can take a few minutes to upload.
Go back to Quickbooks Online. You see the Sales Receipts for each day under the Daily Sales customer. They also feed into your Balance Sheet and P&L reports in QBO.