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Import transactions from excel to quickbooks pro desktop full#
Import transactions from excel to quickbooks pro desktop software#

Should be specified in the Site:BIN format. Reference to the Item BIN corresponding to the Site. Reference Text (Max Length: 31 Characters)

Import transactions from excel to quickbooks pro desktop full#

Item reference can be matched by Full Name, Custom Field, Look up (configured via Import Settings) Reference Text (Max Length: 5 Characters)

Reference to the Customer associated with the expense.Ĭustomer reference can be matched by Full Name, First Name, Company Name, Account NO., Resale NO., Custom Field, Look up(configured via Import Settings) Reference Text (Max Length: 209 Characters) Reference to the Expense Account Name associated with the billing. The Exchange Rate of the given currency against the home currency. Reference Text (Max Length: 159 Characters) Postal code (zip code for USA and Canada). Reference Text (Max Length: 41 Characters)įull Name, First Name, Company Name, Account NO., Tax Id, Custom Field, Look up (configured via Import Settings)ĭate when the payment of the transaction is due. This can be changed in the import settings. Reference number for the transaction.By default, this value is used only for internal processing by SaasAnt Transactions (Desktop), and QuickBooks auto-generates a new value. More detailed instructions on the steps are available in this article.

Step 3 - Review & Import: Review your file data in the Review Grid screen and click "Send to QuickBooks" to upload your file data to QuickBooks.

This step will be automated for you if you use the SaasAnt template file.

Step 2 - Mapping: Set up the mapping of the file columns corresponding to QuickBooks fields.

"Select Your File" - You can either click "Browse File" to browse and select the file from the local computer folder or click "Sample Templates" to navigate to SaasAnt sample file locally.

Step 1 - File Selection: Select "QuickBooks Transaction Type" as "Bill".

Just follow a simple 3 step process to bulk import your file data to QuickBooks.Ĭlick the Import button in the Dashboard screen or Import option from the File menu in the menubar to navigate to the File Selection screen of the Import Wizard( Step 1). Importing with SaasAnt Transaction is a breeze with our simplified and powerful Import wizard.

Steps to Import Bills into Quickbooks Desktop Follow this article for detailed installation instruction.

Import transactions from excel to quickbooks pro desktop software#

You can download the free trial of the software directly from the SaasAnt Website. SaasAnt Transactions (Desktop) supports QuickBooks Pro, Premier, Enterprise, and Accountant Editions. Import Bills from Supported File Formats directly into QuickBooks Desktop using SaasAnt Transactions (Desktop) - #1 user rated and Intuit trusted bulk data automation tool built exclusively for QuickBooks.