Action When a Matched Transaction Found: If an existing transaction is found for the above setting identifier then the corresponding action to be taken.Find Matching Transactions in QuickBooks by: Identifier to locate existing transactions in your QuickBooks.Some of the very useful settings for transaction includes: This is available in the Step 3: Review & Import screen or directly under "Edit" Menu in the menubar. Import SettingsĪ host of powerful customisations for your file data is available with Import Settings. Name of the Class for each line of the transactionĪny message you would like to give to customer, which can be viewed by customerĪll (*) marked fields are mandatory. Name of the Class for the whole transaction
#HOW TO IMPORT DATA INTO QUICKBOOKS PRO FULL#
Item Look up Strategies with Import Settings- Full Name, Custom Field, Look upĭescription of the product/service, if anyĮither TRUE/FALSE (OR) Taxable/Non Taxable Shipping method for the transaction(DHL, Federal Express, UPS, etc., ) The reference number for the payment received by Check This can be changed in the import settings.Ĭustomer Look up Strategies with Import Settings- Full Name, First Name, Company Name, Account NO., Resale NO., Custom Field, Look up By default, this value is used only for internal processing by SaasAnt Transactions (Desktop), and QuickBooks auto-generates a new value. More detailed instruction of 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 local computer folder or click "Sample Templates" to navigate to SaasAnt sample file in local.
Importing with SaasAnt Transaction is a breeze with our simplified and powerful Import wizard. Steps to Import Sales Receipts into QuickBooks Desktop Follow this article for detailed installation instruction.
#HOW TO IMPORT DATA INTO QUICKBOOKS PRO 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 Sales Receipts 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. Import Sales Receipts into QuickBooks Desktop
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