Importing QuickBooks sales into most royalty software solutions is simple. Export the sales from QuickBooks in Excel format. Then import the file into your royalty software.
The example below shows how this is done in Easy Royalties. The Easy Royalties sales import will automatically filter out any rows that are blank – such as subtotal rows and rows with no data. It can handle sales files with line item discounts and invoices that have a single discount line item for all line items on the invoice.
Procedure
Step 1. Customize QuickBooks Sales by Item (Detail) report
You need to customize the standard report via Modify Report to turn off the headings and footers.
Then add the additional fields that you you may want to import.
Step 2. Memorize the customize report for future use
Step 3. Export the Sales Report into Microsoft Excel
When you select the export button, click the advanced tab and select send header to screen. This will place the field names in the first row of your Excel file.
Step 4. Import Sales file into Easy Royalties
Open Easy Royalties and go to File > Import > Sales, and select the file you wish to import.
At this point you can tell the software whether the discount is included in the line item amount or if the invoice has a single discount line item for each invoice. Easy Royalties can handle both situtation.
Step 5. Review the Import Report
After you import the sales file Easy Royalties; and most other royalty programs, generate an error log that lists any rows that could not be imported. This usually occurs if you did not create a product in the royalty software prior to importing sales.
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