If all looks correct, select the Start Import button. You will then be advised the number of invoices and new customers or products that will be added. Under “Map your tax code” map the tax code to any pre-existing tax codes on file (example Liquor Tax) Item Amount = Price Tax = Exclusive of Taxġ0.Invoice Date = Date Date field = D/M/YYYY.Under “Map your column headings” you will then be required to map QuickBooks fields as follows: Add new products/services that don’t already exist in QuickBooksĨ.Add new contacts that don’t already exist in QuickBooks.Note: the file can have no more than 1000 rows (if your file exceeds this, please save as separate files and repeat the uploading process as necessaryĦ.Go to Reports > Other, scroll down to find the QuickBooks Offline Report Upload the CSV file by selecting the Browse button and then the recently saved fileĥ. On the Import Data page, select the box labelled InvoiceĤ.
Once the report has been created and exported from Ollie, follow these steps to import the data into QuickBooks Online.ģ. How to import the QuickBooks Offline Report into QuickBooks Online
To learn more about Transaction Pro and how it works please click here. To import the report into QuickBooks Desktop, the use of a third party application, Transaction Pro (or similar) is necessary to facilitate the import into QB Desktop). How to import the QuickBooks Offline Report into QuickBooks Desktop
The QuickBooks Offline Report generated in Ollie Order can be exported from the app and then imported into with QuickBooks Desktop or QuickBooks Online.
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