January 2, 2025
You can import deposits from text files or Excel spreadsheets directly into QuickBooks Online using SaasAnt Transactions (Online) software.
Connect your QuickBooks Online account to SaasAnt Transactions (Online) App from QuickBooks AppStore by clicking the "Get App Now" button and get the 30-day free trial [No credit card required].
To import bulk/batch 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 "SaasAnt Transactions (Online)" fields. This mapping will enable us to import your transactions correctly into QuickBooks company.
In the mapping screen, we have 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 support@saasant.com.
1) Login into SaasAnt Transaction Online
2) Select the New Import Tab.
3) Select the QuickBooks entity as "Bank Deposits".
4) Select the files you want to upload.
5) Set up the Mapping of the columns in your Bank Deposits.
6) Select the "Preview Mapping" button to visualize current mapping based on QuickBooks.
7) Select the "Review" button to view the mapped Excel data according to the QuickBooks file headers.
8) Select the Upload tab.
9) The data was imported successfully into Quickbooks.
Let’s have a look at the 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 | Method in which deposits was 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 | Cash back account. |
Cash Back Memo | 4000 Characters | |
Cash Back Amount | Decimal | Cash back Amount. |
Currency Code | Characters | The Currency Code for this transaction. |
Exchange Rate | Decimal | The exchange rate of the given currency against the home currency. |
Linked Transaction type | Characters | The Quickbooks Transaction type (Ex: Invoice, RefundReceipt, SalesReceipt, Payment, JournalEntry) |
Linked Transaction Number | Characters | The reference number of the transaction (Ex: If transaction type is Invoice, this field must have the invoice number) |