In Section 2 I walked you through a detailed process for how to get your Amazon Sales into QuickBooks Online very quickly and accurately using my Amazon Settlement Template.

In this section I am going to show you examples of how using the same Master Product List, you can build a template and import transactions from any sales channel into QuickBooks Online.

All you need from your sales channel is a csv (Excel) file containing the SKU for each item that sold, and of course the obvious information – Date, Quantity, and total sale amount. The file should also include any fees you were charged.

With this information in place, you can create a template. You can build this from the first export you do from your sales channel. Then copy your Master Product List into the template.

Once you have this, a simple Vlookup is all it takes to look up the products by Sales Channel Sku, and bring in the list of products and sales that need to be imported into QuickBooks Online.

The first lesson in this section covers a sales channel we encountered called, “Tophatter.”

I wanted to look at this one first, because it introduces a complexity I had not seen before, and it gives me an opportunity to teach you something very complex in a way that makes it very easy to understand (my super power).

We’re going to look at how to build a complex nested conditional statement in Google Sheets (works exactly the same in Microsoft Excel) in steps.

 

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