Historical Sales Receipt Import Overview - QuickBooks

Merchants have the ability to import historical sales receipts into FlexPoint. Sales receipts are often used any time a customer immediately pays for products or services at the time of sale.

This is in contrast to invoices, which are distributed to customers who plan to pay for their purchases later on.

Frequently Asked Questions

Question	Answer
Will automated email notifications send out for sales receipts?	No. When a sales receipt is created, it is immediately marked as "Paid" in your accounting integration. Therefore it is not eligible for automated notifications.
Will sales receipts automatically import into FlexPoint?	No. In order for sales receipts to import into FlexPoint, you must do a historical sales receipt import. In addition, they must meet your "Invoice Import Rule" criteria. Click here to learn more about import rules.
What is the benefit of importing sales receipts?	It provides your customers with enhanced visibility into their historical transactions with your business. Rather than only seeing invoices, they can now see both invoices and sales receipts.
I want to import a single sales receipt for a customer. Can I do that using the manual invoice import feature?	No. Sales receipts can only be imported through the historical sales receipt feature. You have the ability to select a date range.
Can my customers view sales receipts in the client portal?	Yes. If you import sales receipts, your client(s) will have the ability to view them in their portal.
How do I import historical sales receipts?	Click here to learn more!