Why are my sales receipts not transferred to QuickBooks?
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Last Updated:
September 11, 2017 3:58 PM
Several issues could prevent your Quick Shopping Cart sales receipts from transferring to QuickBooks. The following list assists you in verifying that you have properly installed and set up both Quick Shopping Cart and QuickBooks.
- In the Quick Shopping Cart QuickBooks Integration status screen, click Refresh, and then check the Last Connection log. If “Created Sales Receipt from Invoice: (invoice number)” displays, then the sales receipts are present in QuickBooks.
- If the Quick Shopping Cart storefront is configured to charge for Shipping (a shipping method is enabled under Shipping), a selection must be made for Shipping Charge in the Quick Shopping Cart QuickBooks Integration status screen. Either select the default setting, which creates a shipping item for you in QuickBooks, or configure a shipping Item in QuickBooks.
- If the Quick Shopping Cart storefront is configured to collect Taxes (one or more taxes are configured under Taxes), you must make a selection for Sales Tax in the Quick Shopping Cart QuickBooks Integration status screen. Either select the default setting, which creates a sales tax item for you in QuickBooks, or configure a sales tax Item in QuickBooks.
- Check the Import Receipts date in the Quick Shopping Cart QuickBooks Integration status screen. Quick Shopping Cart orders that were created before this date are not transferred to QuickBooks. If necessary, change the date, save the Configuration, and then retry the data transfer in the QuickBooks Web Connector.
- Check the Quick Shopping Cart order status. Quick Shopping Cart orders that do not have a status of Shipped are not transferred to QuickBooks. If appropriate, change the order status to Shipped, and then retry the data transfer in the QuickBooks Web Connector.