You can import Bill Payments from Excel spreadsheets or text files directly into QuickBooks Online using the SaasAnt Transactions (Online) application.
Pre Requisites:
Connect your QuickBooks Online to SaasAnt Transactions (Online) App from QuickBooks AppStore by clicking the "Get App Now" button. You can get a free trial of the product in the QuickBooks AppStore.
Steps to Import Bill Payments into QuickBooks Online
To import bill payments into QuickBooks Online using the SaasAnt Transactions (Online) application, follow the steps below
Click on the "Upload File" Menu and upload your file.
Step 1: Select your file and spreadsheet which has the Bill Payments that you want to import.
Step 2: Select the QuickBooks entity as Bill Payments.
Step 3: Set up the mapping of the columns in your Bill Payments import file to the corresponding fields in QuickBooks (Refer below Section).
Step 4: Click Import and your Bill Payments will be directly added to your QuickBooks company.
The important step in the import is to map your file headers to the QuickBooks field in Step 3 of the import. Some key steps below:
- You need to map your file headers to "SaasAnt Transactions (Online)" fields.This mapping will enable us to import your transactions properly in to QuickBooks company.
- In the mapping screen, we have the "Preview Mapping" button which can help you to visualize your current mappings as per the QuickBooks screen with your file headers.
- Please refer basics of field mappings for more info. If you have any confusion or doubts, feel free to drop an email to [email protected].
How to import Bill Payments into Quickbooks online using (New User Interface 2.0)
1) Login into SaasAnt Transaction Online
2) Select the New Import Menu
3) Select Let's import
4) Select Transaction, List, or Attachment to upload your file into QuickBooks.
5) Select the QuickBooks entity as "Bill Payments"
6) Select the files you want to upload
7) Set up the Mapping of the columns in your Bill Payments.
8) Select the "Preview Mapping" button to visualize current mapping based on QuickBooks
9) Select the Upload Tab
10) The data was imported successfully into Quickbooks.
SaasAnt Transactions (Online) Fields
| Field Name | Format | Description |
|---|---|---|
| Ref No | 21 Characters | Reference number for the transaction. |
| Vendor | Characters | Name of the vendor for this transaction. |
| Payment Date | Date | The date entered by the user when this transaction occurred. |
| Bank or CC Account | Characters | Name of the bank account / Credit card Account. |
| Memo | Characters | Note about the bill payment. |
| Bill No | Characters | The reference number of the bill being paid. |
| Amount | Decimal | The total Amount of the Bill Payment. |
| Currency Code | Characters | The currency code for this Bill Payment. |
| Exchange Rate | Decimal | The exchange rate of the given currency against the home currency. |
| Print Status | Boolean | The Print Status of the Bill Payment. TRUE , FALSE T,F Y,N |
FAQ's
Most of us would have some questions while moving data to your QuickBooks Online. Some of them for your reference below:
- Will your application support Multi Line Transactions?
Yes. It will. More Info...
- I made some mistakes in the mapping. Your application imported wrongly.So my QuickBooks file got corrupted. Is there any way to undo or revert?
Sometimes it happens due to the wrong mapping. It is possible to delete the entire transactions which went wrong. Our DELETE feature is the rescue. More Info...
- I want to import Bill Payments using SKU's. Is it supported?
Yes. It is. You need to enable couple of settings while importing. More Info...
- I want to get an email for each upload. Is it possible?
Yes. It is. You need to enable couple of settings while importing. More Info...
- Does your app support taxes?
Yes. It does. Tax model.
- I don't want to create products automatically for my invoices. I can't create products before each upload. Is it supported?
Yes. It is. You need to enable couple of settings while importing. However. you can control this behavior. More Info...
- My file has some specific date format. I don't want to change the file. Will your product support all date formats?
Yes. You can select the specific date format as per your requirement. More Info...
- Do you have any sample templates?
Yes. We do have. Sample template for Imports.
- What are the file types supported by your application?
txt, csv, xls, xlsx files
- How do I report the issues if I stuck?
Feel free to drop an email to [email protected]
Possible Failures & Troubleshooting Tips
The given Currency is different than the default currency of the Customer. Please refer the Vendor's Currency in QuickBooks & update the same currency in Currency Field.
There is an another Payment has the same reference number. Please use the another reference number.
You have disabled "Auto Create List Entities" in Import Settings. By enabling this feature, QuickBooks will automatically assign numbers for the transaction.
Please provide valid deposit account in "Account" field.
Kindly provide the valid Bill Number in "Bill No" Field.
Please provide positive value in Amount Field.
Kindly provide the valid Bill Number & corresponding Vendor Name.
There is no match found for given Vendor Name.
Please enable "Auto Creation of List Entities (Vendor, Customer)" feature in import settings to create the Vendor automatically.
Please find the Bill Payments template attached here for your reference: