You can import Received 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 Received Payments into QuickBooks Online
To import Received 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 Receive Payments that you want to import.
Step 2: Select the QuickBooks entity as Received Payments.
Step 3: Set up the mapping of the columns in your Receive Payments import file to the corresponding fields in QuickBooks (Refer below Section).
Step 4: Click Import and your Receive 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 Receive Payments 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 "Received Payments".
5) Select the files you want to upload.
6) Set up the Mapping of the columns in your Received Payments.
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 |
|---|---|---|
| Ref No | 21 Characters | Reference number for the transaction. By default, this value is used only for internal processing by SaasAnt Transactions (Online), and QuickBooks auto-generates a new value. This can be changed in the import settings. |
| Customer | Characters | Name of the customer. |
| Payment Date | Date | Date of the transaction. |
| Payment method | Characters | |
| Deposit To Account Name | Characters | Account Name or Account Number |
| Invoice No | Characters | Invoice no. of the corresponding invoice transaction tied to this payment. |
| Amount | Decimal | Amount paid. |
| Reference No | Characters | The reference number for the payment received. (E.g. Check # for a check, envelope number for a cash payment, Credit Card Transaction Id for a credit card payment) |
| Memo | Characters | Organization-private note about the transaction. By default, this note will not appear on the transaction records. |
| Currency Code | Characters | Reference to the Currency in which all amounts on the associated transaction are expressed. |
| Exchange Rate | Decimal | Default is 1, applicable if Multi-Currency is enabled for the company. The number of home currency units it takes to equal one unit of currency specified by the Currency Code field. |
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 Invoices 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 payments. 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 Customer's Currency in QuickBooks & update the same currency in Currency Field.
Please provide valid deposit account in "Deposit To Account Name" field.
Kindly provide the valid Invoice Number in "Invoice No" Field.
Please provide positive value in Amount Field.
There is no match found for given Customer Name.
Please enable "Auto Creation of List Entities (Vendor, Customer)" feature in import settings to create the customer automatically.
Please find the Received Payments template attached here for your reference