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  • Jul 10, 2026
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Title
Manually Entering Sales into Homebase

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Manually Entering Sales into Homebase

Homebase allows you to download our pre-created Excel file to enter your sales manually. This allows for easier labor budgeting when building schedules.

Note: You cannot manually enter sales if you have an active POS Integration. You must have the Cash Register as the selected POS in POS Connection to continue.


How to Manually Enter Sales into Homebase

  1. While signed into Homebase, click Settings on the left side of the screen.
  2. Click POS Connection under Location.
  3. Click Upload sales data to the right of Cash Register.
  4. Select Download our CSV/Excel template with all available columns.
    1. Note: Homebase will only register sales entered into the downloadable .CSV template offered. Do not use your own spreadsheet or edit any cells in the one you have downloaded from the website. You can also download a copy by clicking here.
  5. Fill out the template by following the convention on the first row and following suit for all further rows for the dates you are entering the sales manually for:
    1. DateValue
      MM/DD/YYYY00.00
  6. Once completed, Save the file as a .CSV and then drag and drop it into the box that states Click or drop your CSV/Excel here.
 

URL Name
Manually-Add-Sales-for-your-Reports-in-Homebase

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Manually Entering Sales into Homebase