And this mapping will allow importing your transactions properly into QuickBooks company. You are required to map the file headers to the fields as predefined in “SaasAnt Transactions (Online)”. While importing, you need to map your file headers according to the QuickBooks field in the Step 3. Note: There is an important step to consider. The bulk transaction data from your excel, csv file will be directly imported to your QuickBooks company.
Step 4: Then, set up the mapping of columns from your import file to the respective fields in QuickBooks (Refer to SaasAnt official website for more info). Step 3: Now, select the QuickBooks entity as your desired field (ex: Invoice, Estimates, Expenses, Journal Entries, Bill Payments, etc.,) Step 2: To upload the excel or csv file that contains the bulk transactions, click on the “Upload File” menu and select your file that contains the data which you need to import to QuickBooks. After navigating to the SaasAnt Transactions application page, click on the “Get App Now” button. Step 1: We are going to connect your QuickBooks Online account with SaasAnt Transactions (Online) application from the QuickBooks AppStore.
To get started, you need to sign up for the SaasAnt Transactions (Online) application, which is available with a 30 days free trial.įollow the link to start using: SaasAnt Transactions Online Steps for Importing Excel into QuickBooks: Using SaasAnt Transactions, you can import, export, and delete bulk transaction data from your QuickBooks account easily. Here, we are going to use the automation toolkit SaasAnt Transactions Online, exclusively built for QuickBooks Online. You can import or export the transaction data to a Excel, csv file by using third-party utilities to import the Excel data to QuickBooks effectively. The process to import transactions into QuickBooks from excel might vary based on the existing systems you’re currently using. Have you ever needed to import your bulk transaction data into QuickBooks? However, most of the information base systems consider exporting data into Excel or csv files, and the bulk data from Excel can be utilized to import information into QuickBooks. The most wide reason that you will require to import your transaction data into QuickBooks from excel spreadsheet is just because you cannot transfer the data in bulk to QuickBooks directly.
Why do you need to import from excel to QuickBooks?
In this article, SaasAnt will explain how to import transactions into QuickBooks from an Excel spreadsheet. While QuickBooks is an incredible accounting and bookkeeping platform, there are a few circumstances where you need to have control of data from Excel or to bring data from other external sources. If you are a small Business owner using QuickBooks Online, the bookkeeping and accounting process will often involve data from different external sources.