SaasAnt Transactions (Online) provides an efficient way to import multi-line transactions into QuickBooks Online. It supports multi-line transactions for all types of Sales and Expense Transactions. It works on the below principle.

Each line of your QuickBooks Import file should have a common value such as Transaction ID or Ref No. SaasAnt Transactions (Online) application groups the transactions using the common value (Transaction Id or Ref No).

Importing Multi-Line Transactions into QuickBooks Online:

Let's get into an experiment. We can assume that we need to add an INVOICE in QuickBooks with multiple line items as below. Of course, the logic works as same for all types of transactions.

So the file should be like the below sample. Invoice No is used to group the line items. You can ask me if you need to have a common Invoice Number in continuous rows. It is not required. SaasAnt Transactions will group the transactions based on a common Invoice Number even it spreads across the file. So simple.

For your understanding, we have listed the common ID that should be used to group the line transactions.

You can refer to our sample templates to see more examples.

Some Interesting Hacks:

Some of us might still be thinking about some strange issues.

What should we do if we don't have a Common Ref No like Invoice No or Ref No?
Well! It is not quite a complex issue to come over. 

You just need to find the common unique number or field like Sale ID or Tracking ID or Product Name or Description. Then, map that unique field to Common ID (Refer to above TABLE). SaasAnt Transactions will take care of grouping unique fields in QuickBooks.

Wait... there is one more thing you need to do. You need to disable "Assign Transactions Ref No from file" in Import Settings.