Import Your Products & Services

In order to use the sales receipt integration, users will need to ensure that the following Products and Services are configured in their Quickbooks Online account:

1. Download the Products and Services Import Template at the bottom of this article and open it in Excel.
   
   
2. Review the fields for accuracy. If your business has any additional payment methods not included on the template, create a line for every additional payment method that you use in Gingr, then save the file. Make sure the names for all payment methods match exactly to the payment method names in Gingr.
   
   
   
   Example of a CSV template customized with unique products and services below:
   
   
   
   
3. In QBO, import the Products and Services Import Template to Sales >> Products and Services.
   
   
   
   
4. Locate the 'New' button at the top right corner of the page. Open dropdown arrow. Click 'Import'.
   
   
   
   
   • Upload your Products and Services File:
     
     
     
     
   • Map your fields to match QBO. Note: some entries will not have a matching field - this is okay.
     
     
     
     
   • Review your import details including Name, Type, Sales Description, and Income Account. The other fields may be left alone (i.e. SKU, Quantity, etc.). Once finalized click Import.
     
     

Related Resources

• Quickbooks Topic Outline
• Sign Up for Quickbooks Online How-To
• Integrate SaasAnt with Quickbooks Online How-To
• Import Your Chart of Accounts How-To
• Add a New Customer “Daily Sales” How-To
• Perform Your First Sales Receipt Export How-To

• Gingr Sales Receipt _ Quickbooks Products & Services Import Template (25).csv2 KB