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Importing transactions into Returns for Small Business

This article applies to:AvaTax

If you don't use AvaTax and don't have an integration that can bring transactions into Returns for Small Business for you, import transactions in bulk using a spreadsheet.

If you use Returns for Small Business alongside AvaTax, import transactions into AvaTax instead.

Keep in mind that importing transactions only works one way; it doesn't update the data in your business application.

 

Steps

  1. In Avalara, go to Transactions > Import transactions and select Download The Transaction Import Toolkit. 
  2. Find sample.csv in your downloads folder, and open it in the .csv editor of your choice. 
  3. Fill out the required fields, with a row for each transaction, and then save the file:
    • order_id: The unique ID for the invoice included in the transaction.
    • date: The transaction document's date, in the format yyyy-mm-dd or mm/dd/yyyy.
    • sales: Total sale amount for the transaction.
    • tax: Total tax paid on the transaction.
    • description: A brief description of the item or service being sold.
    • shipping: Total cost of shipping for the transaction (this is zero if the sale was face-to-face).
    • shipping_tax: How much tax was paid on shipping fees.
    • origin_line1, origin_line2, origin_city, origin_state, origin_zip: The address where the transaction was shipped or sold from.
    • shipping_line1, shipping_line2_ shipping_city, shipping_state, shipping_zip: The address where the transaction was shipped to. This may be the same as the origin address, if the transaction was done at a store or similar physical location.
  4. On the Import Transactions page in Avalara, drag and drop the import template file to the area in the center of the page.
    You can click Browse Instead and select the file from your computer if you prefer.
  5. Wait for the import to complete. How long this takes depends on the size of the import template file.
    Your transaction data is now in Avalara, and a record of the import file appears at Transactions > Transaction Import History.

See also

Set up Returns for Small Business

Connect to Returns for Small Business

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