Importing Sales Receipt Transactions

Sep 20, 2008 1 Replies
J

I'm using QB 2008 Pro.



I've created an excel tool that converts excel data into IIF files for importing Sales Receipt transactions into QuickBooks. Couple minor things I can't figure out how to do:


1) In my custom sales receipt template, I have an OTHER field which I use to track an internal shift number. I do not see any defined HEADERS for the transaction to be able to set this parameter. Any ideas?


2) I have a default Sales Tax rate set. I used the NAMEISTAXABLE header and set the value to "Y". I believe this properly set my "Customer Tax Code" to "TAX" for taxable sales. Tax drop down box where you would select the Sales Tax Item to use is also set to the default Sales Tax item. However, where it shows the rate in parenthses, e.g. (8.25%), no rate is displayed in between the parantheses. It doesn't seem to matter, everything is imported correctly, but it bothers me. Anyway to make it display the sales tax rate, or does it not matter?



Thanks for any help, Jack


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J

Hi, this is Jack again. Related question to my first post:

One of my restaurants has two sales tax payables:

1) State Tax 2) Local Restaurant Tax

When I create sales receipts, I default to a Sales Tax Group, which records collected sales tax for both vendors (state and village).

Any ideas how I properly do this when importing an IIF file? I'm able to get sales tax values imported by specifying the default sales tax item, and marking the "EXTRA" header with the value of "AUTOSTAX". But not sure how to get it to apply a sales tax group, with two sales tax items entered...

Hope this makes sense, thanks, Jack

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