Summary

To use the sales receipt integration, your Quickbooks Online account needs the right Products and Services. This article shows you how to import them.

Steps

1. Download the Products and Services Import Template and open it in Excel. The template link is at the bottom of the original article.

2. Review the fields. If your business uses payment methods that are not on the template, add a line for every additional payment method you use in Gingr. The names must match the payment method names in Gingr exactly. Then save the file.

   

   Here is an example of a template with custom products and services:

   

3. In QBO, go to Sales » Products and Services.

   

4. Select the dropdown arrow next to New at the top right, then select Import.

   

5. Upload your Products and Services file.

   

6. Map your fields to match QBO. Some entries have no matching field. That is fine.

   

7. Review the Name, Type, Sales Description, and Income Account. You can leave the other fields, such as SKU and Quantity.

   

8. Select Import.

Related Articles

• Quickbooks Feature Overview
• Import Your Chart of Accounts How-To
• Perform Your First Sales Receipt Export How-To

• Gingr Sales Receipt _ Quickbooks Products & Services Import Template.csv2 KB