Import Purchase Details HZo
Verify and Post to QuickBooks
Congratulations! You've made it to the last step. Now all you need to do is classify and verify your fields. Product Name: The name will auto-populate from previous screens, but you can change it as needed. When you want to use the same Product for ...
Sales Tax
Sales Tax varies from store to store, depending on each store's location. You will not find the sales tax rate on the receipt, so you can either: Do the math and backtrack to find the sales tax (We do NOT recommend this method, as some of the ...
Review QuickBooks Online Reports - Detail Purchase
One of the most important steps to take after importing The Home Depot® detail purchase statement through HammerZen is reviewing your QuickBooks Online reports to ensure they are accurate. When you import all of the details and more of each SKU ...
Map Your Materials
Your products are mapped with a variety of fields; make sure each field is appropriate for each product. Name: Populates based on the selection you made in the previous step. SKU Description: Populates from the data you uploaded. Select Product Name ...
Department & SKUs
Before you enter the products, you must understand the basics: Home Depot departments (available in the Purchase Details) Types of Products in QuickBooks How to enter new products in QuickBooks or map existing products in HammerZen You also need to ...
Customer and Projects
The next step is mapping your jobs/projects and class from your purchases to "Customers and Jobs" in QuickBooks by selecting from the drop-downs: Job: This auto-populates from the purchase data file Customers/Projects: If you cannot find the ...
Name and Accounts
After you have uploaded the detail file, you will need to select: the vendor and the accounts associated with the data. These fields sync with your QuickBooks file and automatically appear in the corresponding dropdown. Vendor: Choose the ...
Upload Your Detail File
To link your purchase files from Home Depot Pro Xtra® to QuickBooks Online, you must first upload your data using the HammerZen app. If you have not yet downloaded the files from your Pro Xtra account, go to the Knowledge Base and search "Export Your ...
Video Overview of Purchase Detail Import