Auto Creation of Customer, Vendor, Products & Services in Imports using SaasAnt Transactions (Online)
Live Example 1:
We met a customer who had ginormous transactions to be entered in QuickBooks. The actual pain is he has to create new customers for each Invoice.
”SaasAnt Transactions (Online)” rescued him from entering Invoices and as well as from creating new customers.
Live Example 2:
One of our customers wants to create new products in QuickBooks from the invoices. He doesn't want to create Products each time when he imports Invoices.
”SaasAnt Transactions (Online)” has a feature that created products automatically.
How can it be done using "SaasAnt Transactions (Online)"?
If you want to create new Customers, Vendors, Products, Services automatically, you need to enable the “Auto Create List Entities” feature in Import Settings.
You can open the Import Settings from Settings Menu or by clicking the “Settings” button in Upload Review Screen.
Auto Creation of Customers, Vendors, Classes, Locations into QuickBooks Online
Once you turned on the “Auto Create List Entities” feature from the SaasAnt Transactions (Online) application, it creates Customers, Vendors, Classes & Locations automatically. The name of the LIST entities (Customers, Vendors, Classes & Locations) is used to find its equivalent in Quickbooks Online.
Auto Creation of Products in QuickBooks Online:
By default, “SaasAnt Transactions (Online)” creates the “Products” automatically with the following details:
| Fields | Values |
|---|---|
| Product Type | Non Inventory |
| Income Account | Uncategorized Income |
| Expense Account | Uncategorized Expense |
However, you can control this behavior.
In the Import Settings, Under “Advanced Tab”, you can find the options to tune the auto creation.
Auto Creation of Product Type in QuickBooks Online:
You can select the desired Type of List. It can be Non Inventory Product or Service.
Auto Creation of Product/Service Income Account in QuickBooks Online:
The name or account number of the Income account which should be associated with auto created products or services.
Auto Creation of Product/Service Expense Account in QuickBooks Online:
The name or account number of the Expense account which should be associated with auto created products or services.
Turn Off:
Sometimes, you don’t want “SaasAnt Transactions (Online)” to create products or customers automatically. Even human errors (Spaces in Name, Incorrect Names) may lead to creating wrong products or customers in QuickBooks. You can turn off this feature if you want.
More Settings
To know more about the Special Settings in SaasAnt Transactions (Online) Click Here...