Many businesses use online shopping carts such as Amazon, eBay, Etsy, Magento, Paypal, and Stripe, just to name a few. With this, there are a lot of additional charges such as Discounts, Shipping, Handling and Sales tax on these orders. Within Transaction Pro Importer for QuickBooks Desktop (QBDT), a whole tab in the Options section is provided to help users to appropriately map all these elements for sales transactions. These fields are available on Estimates, Invoices, Sales Receipts, and Sales Orders.
On the first screen of Importer, select the OPTIONS button at the bottom. Then, select the E-COMMERCE tab and check the box next to ENABLE TPI E-COMMERCE FEATURES.
When importing Invoices, Sales Orders, or Sales Receipts, often times shopping carts will create an export file 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, additional fields are added in the QuickBooks Fields column on the Importer mapping screen. Simply map the column from the import file that contains the dollar amounts for these sales elements to the correct QuickBooks field. Importer will then treat each of these fields as a new transaction line in QBDT.
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 of 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 Importer how to create the Shipping, Handling, Discount and Sales Tax fields within QuickBooks.
On this same screen, there is an option to modify each order number with a specified prefix. This is helpful for companies that sell on multiple channels so that it can easily be identified from where the sale originated.
If the import file has items in columns instead of in rows, enable the e-Commerce Option SEPARATE COLUMNS (FIELDS) FOR EACH ITEM SOLD. This feature is commonly used to record daily sales.