Importing QuickBooks sales into our royalty software is an easy three step process.
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First, generate a Sales by Item Detail Report. Modify this report to turn off headers and footers. Memorize the report under a new name; i.e. Easy Royalties Sales Detail Report, so that you will not need to make these changes in the future.
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Second, export this report to Excel, being careful to select Send header to screen in Excel in the Advanced tab of the Export Report window. This will place the field names in the first row of the spreadsheet.
QuickBooks Export Report Settings
Third, in Easy Royalties go to File > Import > Sales Entries
In the Mapping Section of the Import Screen note the settings for Ignore rows when any of the following fields are blank. If an indicated field is blank then this row of sales data will not be imported. In the example below a row will be excluded if the date or item number (i.e. ISBN) cells are blank.
QuickBooks Import File Map
