How to Import Deposits into QuickBooks Online (UK, AU, CA, IN, FR & Other Regions)?
January 3, 2025
You can import Deposits 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 product trial in the QuickBooks App Store.
Steps to Import Deposits into QuickBooks Online
To import Deposits 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 with the deposits you want to import.
Step 2: Select the QuickBooks entity as Deposits.
Step 3: Set up the mapping of the columns in your deposits import file to the corresponding fields in QuickBooks (Refer to section below).
Step 4: Click Import, and your deposits 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. Some key steps are below:
You must map your file headers to the "SaasAnt Transactions (Online)" fields. This mapping will enable us to import your transactions correctly into QuickBooks company.
The mapping screen has the "Preview Mapping" button, which can help you 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 email [email protected].
How to Import Deposits into QuickBooks Online (New User Interface 2.0)
1) Login into SaasAnt Transaction Online
2) Select the New Import Tab.
3) Select Transaction, List, or Attachment to upload your file into QuickBooks.
4) Select the QuickBooks entity as "Bank Deposits."
5) Select the files you want to upload.
6) Set up the Mapping of the columns in your Bank Deposits.
7) Select the "Preview Mapping" button to visualize current mapping based on QuickBooks.
8) Select the "Review" button to view the mapped Excel data according to the QuickBooks file headers.
9) Select the Upload tab.
10) The data was imported successfully into Quickbooks.
Let’s have a look at the SaasAnt Transactions Online Fields.
SaasAnt Transactions (Online) Fields
Field Name | Format | Description |
|---|---|---|
Deposit No | 21 Characters | Reference number for the transaction. |
Deposit To Account | Characters | Account to which the amount comes in. |
Date | Date | The date entered by the user when this transaction occurred. |
Memo | 4000 Characters | The Note about the Bill Transaction. |
Account | Characters | Reference to the Account Name associated with the Deposit. |
Received From | Characters | Customer or Vendor or Employee |
Line Description | 4000 Characters | |
Line Payment Method | Characters | The method by which deposits were received. |
Line Ref No | Characters | Reference Number |
Line Amount | Decimal | The amount of the line item. |
Line Class | Characters | Reference to the Class. |
Cash Back Goes To | Characters | Cashback account. |
Cash Back Memo | 4000 Characters | |
Cash Back Amount | Decimal | Cashback Amount. |
Currency Code | Characters | The Currency Code for this transaction. |
Exchange Rate | Decimal | The exchange rate of the given currency against the home currency. |
FAQs
Most of us would have 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 was 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 Invoices using SKUs. Is it supported?
Yes. It is. You need to enable a 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 a 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 a 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 requirements. 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 am stuck?
Feel free to drop an email to [email protected]