Introduction

The following articles will describe how to configure Quickbooks Online (QBO) to import the Sales Receipt report from Gingr through SaasAnt.

The Sales Receipt report itself was built hand-in-hand with an industry accounting professional to ensure that the data is delivered in a concise, easy-to-reconcile way, as well as to deliver an accountant-friendly report to help record sales and payment data in your accounting system. This is a great report to provide to your accountant or to reference when entering daily, weekly, or monthly sales data into your accounting platform. The report export is formatted to be imported into QBO as a Sales Receipt, which will then provide activity directly from Gingr for use in generating GAAP reporting in QBO.

The following article details the initial setup process to sign up for Quickbooks Online, import a Chart of Accounts, import Products and Services, add a Daily Sales Customer, integrate SassAnt, and, finally, import your first Gingr Sales Receipt.

Helpful Hints

• If your business is starting fresh on Quickbooks Online, you will need to use the two attached import templates to create the appropriate Accounts and Products & Services in QBO. If your business already has infrastructure built out in QBO, you will need to review the import and ensure that you either create the accounts or adjust the current infrastructure so that it matches what is shown in the import. The accounts and products & services must match exactly what is shown on the import, otherwise, you will receive errors when trying to import the daily sales receipts into QBO.
  
  
• Sales receipts will need to be exported out of Gingr and imported to QuickBooks using a third-party service called SaasAnt. SaasAnt will link to your QBO account, so the only action will be to upload your Gingr Daily Sales Receipts to SaasAnt in order 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