Many business use online shopping carts such as Amazon, eBay, Etsy, Magento, PayPal and Stripe just to name a few. On these orders there are a lot of additional charges such as discounts, shipping, handling and sales tax. Within Transaction Pro Importer for QuickBooks we have provided a whole tab in the options section to help our users appropriately map all these elements of the sales transaction. These fields are available on estimates, invoices, sales receipts and sales orders.
On the first screen of Transaction Pro Importer select the Options button at the bottom. Then select the e-Commerce tab and check the box next to: Enable e-commerce features.
When importing invoices, sales orders or sales receipt transactions, often times shopping carts will create an export that has the amounts for shipping, handling, discounts and sales tax in separate columns instead of its own line item. Please refer to the sample import file below.
If the e-Commerce feature is checked, when you get to the Transaction Pro Mapping screen you will see that additional fields are added in the QuickBooks Fields column. Simply map the column from your import file that contains the dollar amounts for these sales elements to the correct, QuickBooks field. Transaction Pro Importer will then treat each of these fields as a new transaction line in QuickBooks.
For example, if the import file has a field called Shipping Total and that field is mapped to Shipping, a new transaction line will be created with the value in the Shipping Total field.
In addition to adding these fields to the mapping screen, an additional screen in the Wizard is enabled for the user to set the QuickBooks accounts and items for these new fields. This instructs TPI how to create the Shipping, Handling, Discount, and Sales Tax fields within QuickBooks.
On this same screen you can also choose to modify each order number with a specified prefix you can do that. This is helpful for companies that sell on multiple channels so you can easily identify where the sale came from.
If your import file has items in columns instead of in rows enable the Import file structure feature: Separate columns (fields) for each item sold.
This feature of indicating your items are in columns is commonly used to record daily sales. See an example of this here.
If you do not already have a copy of Transaction Pro Importer for QuickBooks you can request a free trial here.