Summary

These articles show you how to set up Quickbooks Online (QBO) to import the Sales Receipt report from Gingr through SaasAnt.

What This Does

Gingr built the Sales Receipt report with an industry accounting professional. It gives you concise, easy-to-reconcile data and helps you record sales and payments in your accounting system. You can give it to your accountant or use it when you enter daily, weekly, or monthly sales. The export is formatted to import into QBO as a Sales Receipt, so you can use Gingr activity for GAAP reporting in QBO.

Setup includes signing up for Quickbooks Online, importing a Chart of Accounts, importing Products and Services, adding a Daily Sales customer, connecting SaasAnt, and importing your first Gingr Sales Receipt.

Helpful Hints

• If you are new to Quickbooks Online, use the two import templates to create the right Accounts and Products & Services in QBO. If you already have accounts in QBO, create the accounts or change your current setup so it matches the import. Accounts and products & services must match the import exactly, or you get errors when you import daily sales receipts into QBO.
• You export sales receipts from Gingr and import them into QuickBooks with a third-party service called SaasAnt. SaasAnt links to your QBO account. You only upload your Gingr daily sales receipts to SaasAnt to get them into QBO.

Video Tutorial

Topics

• Sign Up for Quickbooks Online How-To
• Integrate SaasAnt with Quickbooks Online How-To
• Import Your Chart of Accounts How-To
• Import Your Products & Services How-To
• Add a New Customer "Daily Sales" How-To
• Perform Your First Sales Receipt Export How-To